Question 1

Does Atreides Management own MU stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Atreides Management holds 711,364 shares of MU (Micron Technology), worth $821.1M.

Question 2

How many shares of MU does Atreides Management own?

Accepted Answer

As of its Q2 2026 13F, Atreides Management holds 711,364 shares of MU (Micron Technology).

Question 3

What is Atreides Management's MU position worth?

Accepted Answer

As of its Q2 2026 13F, Atreides Management's MU position is worth $821.1M.

Question 4

Is Atreides Management buying or selling MU?

Accepted Answer

In Q2 2026, Atreides Management reduced its MU position by 49,062 shares (-6.5%).

Question 5

When did Atreides Management first buy MU?

Accepted Answer

Atreides Management already held MU in its Q4 2019 13F, the earliest on record, and has listed it in 23 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	711,364	-6.5%	$821.1M	5.7%	$1,154.11	0
2026-Q1	Increased	760,426	+2.9%	$256.9M	5.1%	$337.79	62
2025-Q4	Increased	738,916	+1.9%	$210.9M	2.6%	$285.25	54
2025-Q3	Increased	724,957	+928.6%	$121.3M	2.4%	$167.05	83
2025-Q2	Decreased	70,478	-92.1%	$8.7M	0.2%	$122.94	0
2025-Q1	Increased	889,842	+269.9%	$77.3M	2.3%	$86.67	83
2024-Q4	Decreased	240,589	-37.8%	$20.2M	0.4%	$83.84	0
2024-Q3	Decreased	386,550	-46.8%	$40.1M	1.0%	$103.06	0