Question 1

How many shares of MU does Value Aligned Research Advisors, LLC own?

Accepted Answer

As of 2026-Q1, Value Aligned Research Advisors, LLC holds 218,808 shares of MU (MICRON TECHNOLOGY INC).

Question 2

What is Value Aligned Research Advisors, LLC's MU position worth?

Accepted Answer

As of 2026-Q1, Value Aligned Research Advisors, LLC's MU position is worth $73.9M.

Question 3

When did Value Aligned Research Advisors, LLC first buy MU?

Accepted Answer

Based on available 13F filings, Value Aligned Research Advisors, LLC first reported a position in MU in 2024-Q3. They have held the position across 14 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Unchanged	218,808	0.0%	$73.9M	0.4%	$379.68	0
2025-Q4	Decreased	218,808	-85.3%	$62.4M	0.6%	$292.63	0
2025-Q3	Decreased	1.5M	-21.4%	$248.3M	3.0%	$163.73	0
2025-Q2	Increased	1.9M	+25.4%	$232.7M	4.9%	$124.51	70
2025-Q1	Increased	1.5M	+406.0%	$130.8M	9.5%	$88.15	96
2024-Q4	New	297,424	—	$25M	6.8%	$85.03	89
2024-Q3	Exited	0	-100.0%	$0	0.0%	$106.89	0