Back to Situational Awareness LP Situational Awareness LP

MUMU
2 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in MICRON TECHNOLOGY INC

Situational Awareness LP holds 4.8M shares of MU (MICRON TECHNOLOGY INC), worth $5.6B as of 2026-Q2. The position was increased (+277x shares). MU represents 27.5% of Situational Awareness LP's portfolio.

Current Value

$5.6B

Current Shares

4.8M

Total Value Change

+$5.6B

Total Shares Change

+4.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.8M
+277x
$5.6B27.5%$1,154.11
100
2026-Q1
New
17,362
-
$5.9M0.0%$379.68
39

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

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