Lee Ainslie's MU Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.1 M shares of Micron Technology, Inc. (MU) worth $0, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Lee Ainslie has maintained a long-term strategic position in MU, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +6.03 M | New Buy | 6.03 M | $27.13 |
| Q2 2015 | -6.01 M | Reduce 99.60% | 24,220 | $18.83 |
| Q3 2015 | +62,670 | Add 258.75% | 86,890 | $14.98 |
| Q4 2015 | +14,950 | Add 17.21% | 101,840 | $14.16 |
| Q1 2016 | -101,840 | Sold Out | 101,840 | $0.00 |
| Q2 2018 | +126,680 | New Buy | 126,680 | $52.44 |
| Q3 2018 | -11,090 | Reduce 8.75% | 115,590 | $45.23 |
| Q4 2018 | +20,770 | Add 17.97% | 136,360 | $31.73 |
| Q1 2019 | -5,170 | Reduce 3.79% | 131,190 | $41.33 |
| Q2 2019 | -118,720 | Reduce 90.49% | 12,470 | $38.57 |
| Q3 2019 | -4,438 | Reduce 35.59% | 8,032 | $42.83 |
| Q4 2019 | -3,993 | Reduce 49.71% | 4,039 | $53.73 |
| Q1 2020 | -2,845 | Reduce 70.44% | 1,194 | $41.88 |
| Q2 2020 | +94,376 | Add 7904.19% | 95,570 | $51.52 |
| Q3 2020 | -55,652 | Reduce 58.23% | 39,918 | $46.97 |
| Q4 2020 | +20,848 | Add 52.23% | 60,766 | $75.17 |
| Q1 2021 | -22,369 | Reduce 36.81% | 38,397 | $88.21 |
| Q2 2021 | -10,386 | Reduce 27.05% | 28,011 | $84.97 |
| Q3 2021 | +57,935 | Add 206.83% | 85,946 | $70.97 |
| Q4 2021 | -85,946 | Sold Out | 85,946 | $0.00 |
| Q3 2022 | +5,981 | New Buy | 5,981 | $50.16 |
| Q4 2022 | +1,898 | Add 31.73% | 7,879 | $49.98 |
| Q1 2023 | +4,881 | Add 61.95% | 12,760 | $60.34 |
| Q2 2023 | +20,989 | Add 164.49% | 33,749 | $63.11 |
| Q3 2023 | -8,744 | Reduce 25.91% | 25,005 | $68.03 |
| Q4 2023 | -2,096 | Reduce 8.38% | 22,909 | $85.34 |
| Q1 2024 | -5,025 | Reduce 21.93% | 17,884 | $117.89 |
| Q2 2024 | +620,755 | Add 3471.01% | 638,639 | $131.53 |
| Q3 2024 | -598,107 | Reduce 93.65% | 40,532 | $103.71 |
| Q4 2024 | -8,457 | Reduce 20.86% | 32,075 | $84.16 |
| Q1 2025 | +777,095 | Add 2422.74% | 809,170 | $86.89 |
| Q2 2025 | +287,760 | Add 35.56% | 1.1 M | $123.25 |
| Q3 2025 | -1.1 M | Sold Out | 1.1 M | $0.00 |
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 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Micron Technology, Inc. (MU) was in Q1 2015, adding 6,029,240 shares worth $163.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 1,096,930 shares of Micron Technology, Inc. (MU), valued at approximately $0. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Micron Technology, Inc. (MU) represents approximately 0.00% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Micron Technology, Inc. (MU) was 6,029,240 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.