SEC 13F Intelligence

Dalal Street, LLC / MU

Dalal Street, LLC’s Micron Technology Inc Position

Does Dalal Street, LLC own Micron Technology Inc (MU)? Not currently — the last reported position was 1.59M shares worth $96M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$96M
Q1 2023
Shares
1.59M
% of Portfolio
+79.22%
Quarters Held
18
position exited

Position History MU

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $70MQ2 ’19: $69MQ3 ’19: $77MQ3 ’19Q4 ’19: $98MQ1 ’20: $76MQ2 ’20: $94MQ2 ’20Q3 ’20: $85MQ4 ’20: $137MQ1 ’21: $137MQ1 ’21Q2 ’21: $132MQ3 ’21: $112MQ4 ’21: $170MQ4 ’21Q1 ’22: $142MQ2 ’22: $101MQ3 ’22: $91MQ3 ’22Q4 ’22: $93MQ1 ’23: $96Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20231.59M$96M+79.22%
Q4 20221.86M$93M+77.14%
Q3 20221.82M$91M+92.51%
Q2 20221.82M$101M+99.98%
Q1 20221.82M$142M+99.84%
Q4 20211.82M$170M+78.42%
Q3 20211.58M$112M+58.76%
Q2 20211.55M$132M+47.50%
Q1 20211.55M$137M+52.25%
Q4 20201.82M$137M+66.33%
Q3 20201.82M$85M+57.32%
Q2 20201.82M$94M+63.48%
Q1 20201.80M$76M+93.95%
Q4 20191.83M$98M+36.25%
Q3 20191.79M$77M+29.42%
Q2 20191.79M$69M+23.43%
Q1 20191.70M$70M+26.52%
Q4 2018546.8K$17M+8.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dalal Street, LLC’s full portfolio or all institutional holders of MU.