SEC 13F Intelligence

Marathon Asset Management Ltd / MU

Marathon Asset Management Ltd’s Micron Technology Inc Position

Does Marathon Asset Management Ltd own Micron Technology Inc (MU)? Yes134.8K shares worth $46M (+1.75% of its 13F portfolio) as of Q1 2026, down from 183.6K shares the prior filed quarter.

Position Value
$46M
Q1 2026
Shares
134.8K
% of Portfolio
+1.75%
Quarters Held
18
currently held

Position History MU

Reported value by quarter
Q4 ’21: $136MQ4 ’21Q1 ’22: $105MQ2 ’22: $74MQ3 ’22: $36MQ3 ’22Q4 ’22: $35MQ1 ’23: $37MQ2 ’23: $35MQ2 ’23Q3 ’23: $36MQ4 ’23: $44MQ1 ’24: $56MQ1 ’24Q2 ’24: $59MQ3 ’24: $59MQ4 ’24: $45MQ4 ’24Q1 ’25: $41MQ2 ’25: $53MQ3 ’25: $46MQ3 ’25Q4 ’25: $52MQ1 ’26: $46Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026134.8K$46M+1.75%
Q4 2025183.6K$52M+2.02%
Q3 2025272.6K$46M+1.68%
Q2 2025426.6K$53M+1.69%
Q1 2025476.5K$41M+1.27%
Q4 2024530.0K$45M+1.25%
Q3 2024564.7K$59M+1.62%
Q2 2024449.0K$59M+1.85%
Q1 2024478.1K$56M+1.51%
Q4 2023509.6K$44M+1.22%
Q3 2023526.5K$36M+1.11%
Q2 2023552.9K$35M+0.98%
Q1 2023614.8K$37M+1.04%
Q4 2022707.9K$35M+0.96%
Q3 2022725.8K$36M+1.08%
Q2 20221.35M$74M+1.24%
Q1 20221.35M$105M+1.43%
Q4 20211.46M$136M+1.69%

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