MICRON TECHNOLOGY INC · CUSIP 595112103 · CIK 1777813
As of 2026-06-30, Atreides Management, LP reported 711.36K MU (shares), valued at $821.12M, or 7.37% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 6.45%; reported value increased 219.62%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.37% | 711,364 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 6.26% | 760,426 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 4.47% | 738,916 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.15% | 724,957 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.24% | 70,478 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 2.81% | 889,842 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 0.64% | 240,589 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.35% | 386,550 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.12% | 726,900 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 5.44% | 1,538,826 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 5.44% | 1,538,826 | $181.41M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.12% | 726,900 | $95.61M | Shares decreased 52.76%; reported value decreased 47.30%, and weight changed -2.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.35% | 386,550 | $40.09M | Shares decreased 46.82%; reported value decreased 58.07%, and weight changed -1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.64% | 240,589 | $20.25M | Shares decreased 37.76%; reported value decreased 49.49%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.81% | 889,842 | $77.32M | Shares increased 269.86%; reported value increased 281.86%, and weight changed +2.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 0.24% | 70,478 | $8.69M | Shares decreased 92.08%; reported value decreased 88.77%, and weight changed -2.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.15% | 724,957 | $121.30M | Shares increased 928.63%; reported value increased 1296.43%, and weight changed +2.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 4.47% | 738,916 | $210.89M | Shares increased 1.93%; reported value increased 73.86%, and weight changed +1.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 6.26% | 760,426 | $256.90M | Shares increased 2.91%; reported value increased 21.82%, and weight changed +1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 7.37% | 711,364 | $821.12M | Shares decreased 6.45%; reported value increased 219.62%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.