Appaloosa LP: MICRON TECHNOLOGY INC (MU): Quarterly 13F Position History
As of Q1 2026, Appaloosa LP reported 1,665,000 shares of MICRON TECHNOLOGY INC (MU), worth $562.5M and representing 9.5% of its 13F equity book. Quarter-over-quarter share count change: + 165,000 (+11.0%) . The position first appeared in Q4 2016 and has been disclosed across 38 13F-HR filings in Pactolio's tracked window.
- 1,665,000Shares Held (Latest Filing)
- $562.5MReported Market Value (Latest Filing)
- 9.5%Portfolio Weight (% of 13F Equity Book)
- +165,000Quarter-over-Quarter Share Change
- +$134.4MQuarter-over-Quarter Value Change
- 40,527,800Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,665,000 | +165,000 | +11.0% | $562.5M | 9.5% | $337.8 |
| Q4 2025 | 1,500,000 | +1,000,000 | +200.0% | $428.1M | 6.2% | $285.4 |
| Q3 2025 | 500,000 | 325,000 | -39.4% | $83.7M | 1.1% | $167.3 |
| Q2 2025 | 825,000 | +425,000 | +106.3% | $101.7M | 1.6% | $123.3 |
| Q1 2025 | 400,000 | 800,000 | -66.7% | $34.8M | 0.6% | $86.9 |
| Q4 2024 | 1,200,000 | +150,000 | +14.3% | $101.0M | 1.6% | $84.2 |
| Q3 2024 | 1,050,000 | 125,000 | -10.6% | $108.9M | 1.6% | $103.7 |
| Q2 2024 | 1,175,000 | 40,000 | -3.3% | $154.5M | 2.5% | $131.5 |
| Q1 2024 | 1,215,000 | 0 | — | $143.2M | 2.1% | $117.9 |
| Q4 2023 | 1,215,000 | 185,000 | -13.2% | $103.7M | 1.8% | $85.3 |
| Q3 2023 | 1,400,000 | 0 | — | $95.2M | 1.9% | $68.0 |
| Q2 2023 | 1,400,000 | +1,400,000 | — | $88.4M | 1.6% | $63.1 |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 575,000 | -100.0% | $0 | 0.0% | — |
| Q2 2022 | 575,000 | 1,525,000 | -72.6% | $31.8M | 2.0% | $55.3 |
| Q1 2022 | 2,100,000 | 650,000 | -23.6% | $163.6M | 6.5% | $77.9 |
| Q4 2021 | 2,750,000 | 0 | — | $256.2M | 6.6% | $93.2 |
| Q3 2021 | 2,750,000 | 2,902,691 | -51.4% | $195.2M | 4.6% | $71.0 |
| Q2 2021 | 5,652,691 | 1,622,309 | -22.3% | $480.4M | 9.9% | $85.0 |
| Q1 2021 | 7,275,000 | 725,000 | -9.1% | $641.7M | 9.2% | $88.2 |
| Q4 2020 | 8,000,000 | 4,250,000 | -34.7% | $601.4M | 9.0% | $75.2 |
| Q3 2020 | 12,250,000 | +2,900,000 | +31.0% | $575.3M | 10.2% | $47.0 |
| Q2 2020 | 9,350,000 | +490,000 | +5.5% | $481.7M | 8.4% | $51.5 |
| Q1 2020 | 8,860,000 | +760,000 | +9.4% | $372.7M | 11.4% | $42.1 |
| Q4 2019 | 8,100,000 | +2,100,000 | +35.0% | $435.6M | 10.9% | $53.8 |
| Q3 2019 | 6,000,000 | +5,100,000 | +566.7% | $257.1M | 7.5% | $42.9 |
| Q2 2019 | 900,000 | 18,350,000 | -95.3% | $34.7M | 1.5% | $38.6 |
| Q1 2019 | 19,250,000 | +3,250,000 | +20.3% | $795.6M | 23.2% | $41.3 |
| Q4 2018 | 16,000,000 | 20,000,000 | -55.6% | $507.7M | 25.1% | $31.7 |
| Q3 2018 | 36,000,000 | 4,527,800 | -11.2% | $1.6B | 28.6% | $45.2 |
| Q2 2018 | 40,527,800 | +5,122,800 | +14.5% | $2.1B | 24.3% | $52.4 |
| Q1 2018 | 35,405,000 | +7,905,000 | +28.7% | $1.8B | 19.0% | $52.1 |
| Q4 2017 | 27,500,000 | +10,446,001 | +61.3% | $1.1B | 10.8% | $41.1 |
| Q3 2017 | 17,053,999 | +4,153,999 | +32.2% | $670.7M | 9.7% | $39.3 |
| Q2 2017 | 12,900,000 | +6,210,000 | +92.8% | $385.2M | 5.7% | $29.9 |
| Q1 2017 | 6,690,000 | +3,440,000 | +105.8% | $193.3M | 3.4% | $28.9 |
| Q4 2016 | 3,250,000 | — | — | $71.2M | 1.3% | $21.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Appaloosa LP first disclose a MU position in 13F-HR filings?
Appaloosa LP first reported MICRON TECHNOLOGY INC (MU) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was Appaloosa LP's most recent quarter-over-quarter share-count change in MU?
Between Q4 2025 and Q1 2026, Appaloosa LP added 165,000 shares of MU (+11.0%), bringing the total reported position to 1,665,000 shares at a market value of $562.5M.
Does the implied price-per-share represent Appaloosa LP's cost basis in MU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.