SEC 13F Intelligence

Verdad Advisers, LP / MU

Verdad Advisers, LP’s Micron Technology Inc Position

Does Verdad Advisers, LP own Micron Technology Inc (MU)? Yes3.8K shares worth $1M (+1.46% of its 13F portfolio) as of Q1 2026, down from 6.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
3.8K
% of Portfolio
+1.46%
Quarters Held
3
currently held

Position History MU

Reported value by quarter
Q2 ’24: $403,139Q2 ’24Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.8K$1M+1.46%
Q4 20256.8K$2M+2.22%
Q2 20243.1K$403,139+0.47%

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