SEC 13F Intelligence

Ardmore Road Asset Management LP / MU

Ardmore Road Asset Management LP’s Micron Technology Inc Position

Does Ardmore Road Asset Management LP own Micron Technology Inc (MU)? Not currently — the last reported position was 41.6K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
41.6K
% of Portfolio
+0.90%
Quarters Held
3
position exited

Position History MU

Reported value by quarter
Q1 ’24: $12MQ1 ’24Q1 ’25: $11MQ1 ’25Q4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202541.6K$12M+0.90%
Q1 2025130.0K$11M+1.16%
Q1 2024100.0K$12M+2.08%

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