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MUMU
15 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in MICRON TECHNOLOGY INC

Value Aligned Research Advisors, LLC holds 733,007 shares of MU (MICRON TECHNOLOGY INC), worth $846.1M as of 2026-Q2. The position was increased (+235.0% shares). MU represents 2.1% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$846.1M

Current Shares

733,007

Total Value Change

+$834.5M

Total Shares Change

+500,444

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%$379.68
0
2025-Q4
Decreased
218,808
-85.3%
$62.4M0.6%$292.63
0
2025-Q3
Decreased
1.5M
-21.4%
$248.3M3.0%$163.73
0
2025-Q2
Increased
1.9M
+25.4%
$232.7M4.9%$124.51
70
2025-Q1
Increased
1.5M
+406.0%
$130.8M9.5%$88.15
96
2024-Q4
New
297,424
-
$25M6.8%$85.03
89
2024-Q3
Exited
0
-100.0%
$00.0%$106.89
0
2024-Q2
Increased
129,558
+0.8%
$17M3.7%$130.67
55
2024-Q1
Unchanged
128,501
0.0%
$15.1M3.0%$117.12
0
2023-Q4
Decreased
128,501
-15.2%
$11M2.8%$84.70
0
2023-Q3
Decreased
151,603
-69.6%
$10.3M3.2%$67.32
0
2023-Q2
Increased
499,270
+141.0%
$31.5M9.9%$63.54
93
2023-Q1
Decreased
207,142
-10.9%
$12.5M4.4%$62.19
0
2022-Q4
New
232,563
-
$11.6M5.3%$49.26
87

Other major holders of MU: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, BNP PARIBAS FINANCIAL MARKETS, STATE STREET CORP, Invesco Ltd.

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