Theleme Partners LLP’s Micron Technology Inc Position
Does Theleme Partners LLP own Micron Technology Inc (MU)? Not currently — the last reported position was 1.61M shares worth $89M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$89M
Q2 2022
Shares
1.61M
% of Portfolio
+3.58%
Quarters Held
14
position exited
Position History MU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2022 | 1.61M | $89M | +3.58% |
| Q1 2022 | 2.24M | $209M | +3.49% |
| Q4 2021 | 2.24M | $209M | +3.49% |
| Q3 2021 | 2.19M | $156M | +4.44% |
| Q2 2021 | 2.02M | $172M | +5.02% |
| Q1 2021 | 2.02M | $178M | +5.97% |
| Q4 2020 | 2.67M | $201M | +6.60% |
| Q3 2020 | 2.13M | $100M | +4.59% |
| Q2 2020 | 1.90M | $98M | +4.63% |
| Q1 2020 | 2.09M | $88M | +6.32% |
| Q3 2019 | 1.96M | $84M | +3.89% |
| Q2 2019 | 1.96M | $76M | +3.67% |
| Q1 2019 | 2.00M | $83M | +4.94% |
| Q4 2018 | 1.64M | $52M | +2.64% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Theleme Partners LLP’s full portfolio or all institutional holders of MU.