Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  Micron Technology, Inc. (MU)
← All MU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 2.08 $114.25–260.58 · VW $203.77i SEC
2025   Q2 1,096,930 2.08 Add 35.56% 0.55 $94.40–129.85 · VW $114.42i $135,196,623 SEC
2025   Q1 809,170 1.27 Add 2422.74% 1.22 $61.54–104.69 · VW $86.90i $70,308,781 SEC
2024   Q4 32,075 0.05 Reduce 20.86% 0.02 $83.54–112.04 · VW $96.40i $2,699,432 SEC
2024   Q3 40,532 0.08 Reduce 93.65% 1.49 $84.12–114.80 · VW $98.96i $4,203,574 SEC
2024   Q2 638,639 1.59 Add 3471.01% 1.55 $84.91–157.54 · VW $112.90i $84,000,188 SEC
2024   Q1 17,884 0.04 Reduce 21.93% <0.01 $90.30–133.30 · VW $116.20i $2,108,345 SEC
2023   Q4 22,909 0.04 Reduce 8.38% <0.01 $72.93–92.75 · VW $85.43i $1,955,054 SEC
2023   Q3 25,005 0.04 Reduce 25.91% 0.01 $63.83–79.02 · VW $72.99i $1,701,090 SEC
2023   Q2 33,749 0.05 Add 164.49% 0.03 $60.50–72.34 · VW $67.59i $2,129,899 SEC
2023   Q1 12,760 0.02 Add 61.95% <0.01 $52.76–74.77 · VW $65.24i $769,938 SEC
2022   Q4 7,879 <0.01 Add 31.73% <0.01 $48.43–64.34 · VW $56.86i $393,792 SEC
2022   Q3 5,981 0.01 Buy 0.01 $48.45–64.44 · VW $56.85i $300,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.06 $75.52–98.45 · VW $87.61i SEC
2021   Q3 85,946 0.06 Add 206.83% 0.04 $65.67–87.71 · VW $79.13i $6,100,000 SEC
2021   Q2 28,011 0.02 Reduce 27.05% <0.01 $68.81–85.76 · VW $76.09i $2,380,000 SEC
2021   Q1 38,397 0.03 Reduce 36.81% 0.03 $76.16–96.96 · VW $85.75i $3,387,000 SEC
2020   Q4 60,766 0.07 Add 52.23% 0.02 $65.14–93.10 · VW $83.26i $4,568,000 SEC
2020   Q3 39,918 0.03 Reduce 58.23% 0.06 $44.45–65.25 · VW $57.93i $1,875,000 SEC
2020   Q2 95,570 0.10 Add 7904.19% 0.10 $42.25–54.82 · VW $47.53i $4,924,000 SEC
2020   Q1 1,194 <0.01 Reduce 70.44% <0.01 $31.13–55.61 · VW $44.88i $50,000 SEC
2019   Q4 4,039 <0.01 Reduce 49.71% <0.01 $44.55–61.19 · VW $52.77i $217,000 SEC
2019   Q3 8,032 0.01 Reduce 35.59% <0.01 $41.75–51.39 · VW $46.88i $344,000 SEC
2019   Q2 12,470 0.01 Reduce 90.49% 0.06 $32.14–48.70 · VW $42.04i $481,000 SEC
2019   Q1 131,190 0.07 Reduce 3.79% <0.01 $32.17–44.85 · VW $36.54i $5,422,000 SEC
2018   Q4 136,360 0.06 Add 17.97% <0.01 $28.39–43.99 · VW $37.75i $4,327,000 SEC
2018   Q3 115,590 0.07 Reduce 8.75% <0.01 $33.82–52.30 · VW $41.56i $5,228,000 SEC
2018   Q2 126,680 0.08 Buy 0.08 $45.62–62.55 · VW $53.56i $6,643,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.02 $9.35–12.91 · VW $11.66i SEC
2015   Q4 101,840 0.02 Add 17.21% <0.01 $9.31–16.63 · VW $12.19i $1,442,000 SEC
2015   Q3 86,890 0.02 Add 258.75% 0.01 $13.92–19.30 · VW $16.38i $1,302,000 SEC
2015   Q2 24,220 0.01 Reduce 99.60% 2.79 $13.50–28.53 · VW $19.48i $456,000 SEC
2015   Q1 6,029,240 2.80 Buy 2.80 $25.61–31.50 · VW $28.35i $163,573,000 SEC
Price snapshot:
Current price$937.00
52-week low$103.21
52-week high$1,254.81