Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
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
2023   Q1 0 0.00 Sell 100.00% 2.80 $52.76–74.77 · VW $65.24i SEC
2022   Q4 3,285,974 2.80 $49.98 $164,233,000 SEC
2022   Q3 3,285,974 2.95 Add 20.10% 0.49 $48.45–64.44 · VW $56.85i $164,627,000 SEC
2022   Q2 2,735,974 2.33 Reduce 12.05% 0.33 $51.40–75.41 · VW $61.11i $151,245,000 SEC
2022   Q1 3,110,974 2.70 Reduce 4.29% 0.13 $65.86–94.07 · VW $77.92i $242,314,000 SEC
2021   Q4 3,250,416 3.09 Reduce 54.62% 2.58 $75.52–98.45 · VW $87.61i $302,776,000 SEC
2021   Q3 7,163,416 4.73 $70.98 $508,459,000 SEC
2021   Q2 7,163,416 5.00 Add 32.08% 1.21 $68.81–85.76 · VW $76.09i $608,747,000 SEC
2021   Q1 5,423,416 3.86 Add 3.86% 0.14 $76.16–96.96 · VW $85.75i $478,400,000 SEC
2020   Q4 5,222,000 3.69 $75.18 $392,590,000 SEC
2020   Q3 5,222,000 2.66 Buy 2.66 $44.45–65.25 · VW $57.93i $245,225,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.28 $9.35–12.91 · VW $11.66i SEC
2015   Q4 1,000,000 0.28 $14.16 $14,160,000 SEC
2015   Q3 1,000,000 0.27 Reduce 94.93% 6.68 $13.92–19.30 · VW $16.38i $14,980,000 SEC
2015   Q2 19,706,035 7.04 $18.84 $371,262,000 SEC
2015   Q1 19,706,035 9.83 $27.13 $534,625,000 SEC
2014   Q4 19,706,035 14.82 Reduce 61.85% 20.39 $28.09–36.59 · VW $31.78i $689,908,000 SEC
2014   Q3 51,655,434 32.97 $34.26 $1,769,715,000 SEC
2014   Q2 51,655,434 30.88 $32.95 $1,702,047,000 SEC
2014   Q1 51,655,434 35.21 $23.66 $1,222,168,000 SEC
2013   Q4 51,655,434 40.35 Reduce 19.29% 8.00 $20.64–25.68 · VW $23.50i $1,123,506,000 SEC
2013   Q3 64,000,000 41.47 Add 54.22% 14.58 $13.70–21.31 · VW $18.70i $1,118,016,000 SEC
2013   Q2 41,500,000 18.29 Buy 18.29 $11.41–15.07 · VW $13.35i $594,695,000 SEC
Price snapshot:
Current price$937.00
52-week low$103.21
52-week high$1,254.81