GMO (Jeremy Grantham) — MU Trade History
Quarter-by-quarter changes in the MICRON TECHNOLOGY INC position · CUSIP 595112103
Currently held · 1 QFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | New | 1,343 | 1,343 | — | $1.6M | 0.00% |
| 2026 Q1 | 2026-05-14 | Sold out | — | -21,000 | -100.0% | — | — |
| 2025 Q4 | 2026-02-17 | Reduce | 21,000 | -136,423 | -86.7% | $6.0M | 0.01% |
| 2025 Q3 | 2025-11-13 | Reduce | 157,423 | -24,263 | -13.4% | $26.3M | 0.07% |
| 2025 Q2 | 2025-08-13 | Reduce | 181,686 | -56,303 | -23.7% | $22.4M | 0.07% |
| 2025 Q1 | 2025-05-14 | Reduce | 237,989 | -60,478 | -20.3% | $20.7M | 0.07% |
| 2024 Q4 | 2025-02-13 | Add | 298,467 | 188,554 | +171.5% | $25.1M | 0.08% |
| 2024 Q3 | 2024-11-13 | Reduce | 109,913 | -47,520 | -30.2% | $11.4M | 0.04% |
| 2024 Q2 | 2024-08-13 | Reduce | 157,433 | -45,998 | -22.6% | $20.7M | 0.07% |
| 2024 Q1 | 2024-05-14 | Reduce | 203,431 | -62,557 | -23.5% | $24.0M | 0.09% |
| 2023 Q4 | 2024-02-13 | Reduce | 265,988 | -611,512 | -69.7% | $22.7M | 0.10% |
| 2023 Q3 | 2023-11-13 | Reduce | 877,500 | -93,277 | -9.6% | $59.7M | 0.28% |
| 2023 Q2 | 2023-08-14 | Reduce | 970,777 | -186,700 | -16.1% | $61.3M | 0.28% |
| 2023 Q1 | 2023-05-12 | Add | 1,157,477 | 157,237 | +15.7% | $69.8M | 0.35% |
| 2022 Q4 | 2023-02-13 | Add | 1,000,240 | 259,861 | +35.1% | $50.0M | 0.27% |
| 2022 Q3 | 2022-11-10 | Add | 740,379 | 55,463 | +8.1% | $37.1M | 0.21% |
| 2022 Q2 | 2022-08-12 | Add | 684,916 | 170,796 | +33.2% | $37.9M | 0.20% |
| 2022 Q1 | 2022-05-13 | Add | 514,120 | 99,354 | +24.0% | $40.0M | 0.19% |
| 2021 Q4 | 2022-02-11 | Reduce | 414,766 | -21,400 | -4.9% | $38.6M | 0.19% |
| 2021 Q3 | 2021-11-12 | Add | 436,166 | 48,766 | +12.6% | $31.0M | 0.15% |
| 2021 Q2 | 2021-08-12 | Reduce | 387,400 | -91,500 | -19.1% | $32.9M | 0.16% |
| 2021 Q1 | 2021-05-13 | Add | 478,900 | 150,802 | +46.0% | $42.2M | 0.23% |
| 2020 Q4 | 2021-02-12 | Reduce | 328,098 | -22,063 | -6.3% | $24.7M | 0.15% |
| 2020 Q3 | 2020-11-13 | Add | 350,161 | 50,400 | +16.8% | $16.4M | 0.12% |
| 2020 Q2 | 2020-08-13 | Add | 299,761 | 188,177 | +168.6% | $15.4M | 0.12% |
| 2020 Q1 | 2020-05-14 | Add | 111,584 | 39,000 | +53.7% | $4.7M | 0.04% |
| 2019 Q4 | 2020-02-13 | New | 72,584 | 72,584 | — | $3.9M | 0.03% |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | Sold out | — | -35,900 | -100.0% | — | — |
| 2018 Q4 | 2019-02-13 | Reduce | 35,900 | -493,996 | -93.2% | $1.1M | 0.01% |
| 2018 Q3 | 2018-11-14 | Add | 529,896 | 66,400 | +14.3% | $24.0M | 0.16% |
| 2018 Q2 | 2018-08-14 | Reduce | 463,496 | -231,404 | -33.3% | $24.3M | 0.17% |
| 2018 Q1 | 2018-05-15 | Reduce | 694,900 | -46,400 | -6.3% | $36.2M | 0.22% |
| 2017 Q4 | 2018-02-14 | Reduce | 741,300 | -153,300 | -17.1% | $30.5M | 0.18% |
| 2017 Q3 | 2017-11-14 | Reduce | 894,600 | -124,800 | -12.2% | $35.2M | 0.21% |
| 2017 Q2 | 2017-08-14 | Add | 1,019,400 | 349,000 | +52.1% | $30.4M | 0.17% |
| 2017 Q1 | 2017-05-15 | Add | 670,400 | 660,500 | +6671.7% | $19.4M | 0.11% |
| 2016 Q4 | 2017-02-13 | New | 9,900 | 9,900 | — | $217.0K | 0.00% |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.