Lee Ainslie's MU Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1,673 shares of Micron Technology, Inc. (MU) worth $1.93 M, representing 0.02% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in MU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 777,095 shares. Largest reduction occurred in Q2 2015, reducing 6.01 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Micron Technology (MU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Micron Technology (MU) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1,673 | New Buy | 1,673 | $1154.29 |
| Q3 2025 | -1.1 M | Sold Out | 0 | $0.00 |
| Q2 2025 | +287,760 | Add 35.56% | 1.1 M | $123.25 |
| Q1 2025 | +777,095 | Add 2422.74% | 809,170 | $86.89 |
| Q4 2024 | -8,457 | Reduce 20.86% | 32,075 | $84.16 |
| Q3 2024 | -598,107 | Reduce 93.65% | 40,532 | $103.71 |
| Q2 2024 | +620,755 | Add 3471.01% | 638,639 | $131.53 |
| Q1 2024 | -5,025 | Reduce 21.93% | 17,884 | $117.89 |
| Q4 2023 | -2,096 | Reduce 8.38% | 22,909 | $85.34 |
| Q3 2023 | -8,744 | Reduce 25.91% | 25,005 | $68.03 |
| Q2 2023 | +20,989 | Add 164.49% | 33,749 | $63.11 |
| Q1 2023 | +4,881 | Add 61.95% | 12,760 | $60.34 |
| Q4 2022 | +1,898 | Add 31.73% | 7,879 | $49.98 |
| Q3 2022 | +5,981 | New Buy | 5,981 | $50.16 |
| Q4 2021 | -85,946 | Sold Out | 0 | $0.00 |
| Q3 2021 | +57,935 | Add 206.83% | 85,946 | $70.97 |
| Q2 2021 | -10,386 | Reduce 27.05% | 28,011 | $84.97 |
| Q1 2021 | -22,369 | Reduce 36.81% | 38,397 | $88.21 |
| Q4 2020 | +20,848 | Add 52.23% | 60,766 | $75.17 |
| Q3 2020 | -55,652 | Reduce 58.23% | 39,918 | $46.97 |
| Q2 2020 | +94,376 | Add 7904.19% | 95,570 | $51.52 |
| Q1 2020 | -2,845 | Reduce 70.44% | 1,194 | $41.88 |
| Q4 2019 | -3,993 | Reduce 49.71% | 4,039 | $53.73 |
| Q3 2019 | -4,438 | Reduce 35.59% | 8,032 | $42.83 |
| Q2 2019 | -118,720 | Reduce 90.49% | 12,470 | $38.57 |
| Q1 2019 | -5,170 | Reduce 3.79% | 131,190 | $41.33 |
| Q4 2018 | +20,770 | Add 17.97% | 136,360 | $31.73 |
| Q3 2018 | -11,090 | Reduce 8.75% | 115,590 | $45.23 |
| Q2 2018 | +126,680 | New Buy | 126,680 | $52.44 |
| Q1 2016 | -101,840 | Sold Out | 0 | $0.00 |
| Q4 2015 | +14,950 | Add 17.21% | 101,840 | $14.16 |
| Q3 2015 | +62,670 | Add 258.75% | 86,890 | $14.98 |
| Q2 2015 | -6.01 M | Reduce 99.60% | 24,220 | $18.83 |
| Q1 2015 | +6.03 M | New Buy | 6.03 M | $27.13 |
Lee Ainslie's Micron Technology Investment FAQs
Lee Ainslie first purchased Micron Technology, Inc. (MU) in Q1 2015, acquiring 6,029,240 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Micron Technology, Inc. (MU) for 34 quarters since Q1 2015.
Lee Ainslie's largest addition to Micron Technology, Inc. (MU) was in Q1 2015, adding 6,029,240 shares worth $163.57 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 1,673 shares of Micron Technology, Inc. (MU), valued at approximately $1.93 M.
As of the Q2 2026 filing, Micron Technology, Inc. (MU) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Micron Technology, Inc. (MU) was 6,029,240 shares, as reported at the end of Q1 2015.