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MUMU

Showing 8 of 15 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in Micron Technology, Inc.

Yes. Value Aligned Research Advisors holds 733,007 shares of MU (Micron Technology), worth $846.1M, as of its Q2 2026 13F filing. It increased the position from 218,808 shares in Q1 2026. Value Aligned Research Advisors has held MU since Q4 2024, across 7 quarterly 13F filings. MU is 2.1% of Value Aligned Research Advisors' reported 13F portfolio.

Current Value

$846.1M

Current Shares

733,007

Total Value Change

+$846.1M

Total Shares Change

+733,007

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
733,007
+235.0%
$846.1M2.1%$1,154.11
88
2026-Q1
Unchanged
218,808
0.0%
$73.9M0.4%$337.79
0
2025-Q4
Decreased
218,808
-85.3%
$62.4M0.6%$285.25
0
2025-Q3
Decreased
1.5M
-21.4%
$248.3M3.0%$167.05
0
2025-Q2
Increased
1.9M
+25.4%
$232.7M4.9%$122.94
70
2025-Q1
Increased
1.5M
+406.0%
$130.8M9.5%$86.67
96
2024-Q4
New
297,424
—
$25M6.8%$83.84
89
2024-Q3
Exited
0
-100.0%
$00.0%$103.06
0

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