Value Aligned Research Advisors, LLC / MU
Value Aligned Research Advisors, LLC’s Micron Technology Inc Position
Does Value Aligned Research Advisors, LLC own Micron Technology Inc (MU)? Yes — 218.8K shares worth $74M (+0.36% of its 13F portfolio) as of Q1 2026.
Position Value
$74M
Q1 2026
Shares
218.8K
% of Portfolio
+0.36%
Quarters Held
13
currently held
Position History MU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 218.8K | $74M | +0.36% |
| Q4 2025 | 218.8K | $62M | +0.63% |
| Q3 2025 | 799.8K | $134M | +1.96% |
| Q2 2025 | 1.89M | $233M | +4.91% |
| Q1 2025 | 1.51M | $131M | +9.53% |
| Q4 2024 | 297.4K | $25M | +6.84% |
| Q2 2024 | 129.6K | $17M | +3.73% |
| Q1 2024 | 128.5K | $15M | +2.99% |
| Q4 2023 | 128.5K | $11M | +2.77% |
| Q3 2023 | 151.6K | $10M | +3.25% |
| Q2 2023 | 499.3K | $32M | +9.85% |
| Q1 2023 | 207.1K | $12M | +4.43% |
| Q4 2022 | 232.6K | $12M | +5.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Value Aligned Research Advisors, LLC’s full portfolio or all institutional holders of MU.