SEC 13F Intelligence

Aspex Management (Hk) Ltd / MU

Aspex Management (Hk) Ltd’s Micron Technology Inc Position

Does Aspex Management (Hk) Ltd own Micron Technology Inc (MU)? Not currently — the last reported position was 2.02M shares worth $176M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$176M
Q1 2025
Shares
2.02M
% of Portfolio
+4.51%
Quarters Held
18
position exited

Position History MU

Reported value by quarter
Q1 ’20: $39MQ1 ’20Q3 ’20: $69MQ4 ’20: $70MQ1 ’21: $177MQ1 ’21Q2 ’21: $171MQ3 ’21: $143MQ4 ’21: $187MQ4 ’21Q1 ’22: $100MQ2 ’22: $80MQ1 ’23: $79MQ1 ’23Q2 ’23: $174MQ3 ’23: $274MQ4 ’23: $344MQ4 ’23Q1 ’24: $310MQ2 ’24: $179MQ3 ’24: $117MQ3 ’24Q4 ’24: $127MQ1 ’25: $176Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20252.02M$176M+4.51%
Q4 20241.50M$127M+3.42%
Q3 20241.12M$117M+3.08%
Q2 20241.36M$179M+3.82%
Q1 20242.63M$310M+8.29%
Q4 20234.03M$344M+10.07%
Q3 20234.03M$274M+8.43%
Q2 20232.76M$174M+5.06%
Q1 20231.30M$79M+1.93%
Q2 20221.44M$80M+2.00%
Q1 20221.28M$100M+3.93%
Q4 20212.01M$187M+5.73%
Q3 20212.01M$143M+4.76%
Q2 20212.01M$171M+5.60%
Q1 20212.01M$177M+7.02%
Q4 2020925.6K$70M+2.75%
Q3 20201.48M$69M+4.45%
Q1 2020931.5K$39M+5.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspex Management (Hk) Ltd’s full portfolio or all institutional holders of MU.