E20 Capital Ltd: MICRON TECHNOLOGY INC (MU): Quarterly 13F Position History
As of Q1 2026, E20 Capital Ltd reported 132,087 shares of MICRON TECHNOLOGY INC (MU), worth $44.6M and representing 4.2% of its 13F equity book. Quarter-over-quarter share count change: + 77,398 (+141.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 132,087Shares Held (Latest Filing)
- $44.6MReported Market Value (Latest Filing)
- 4.2%Portfolio Weight (% of 13F Equity Book)
- +77,398Quarter-over-Quarter Share Change
- +$29.0MQuarter-over-Quarter Value Change
- 132,087Peak Reported Shares (Historical)
Recent initiation: E20 Capital Ltd first reported MU on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 132,087 | +77,398 | +141.5% | $44.6M | 4.2% | $337.8 |
| Q4 2025 | 54,689 | — | — | $15.6M | 5.6% | $285.4 |
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 E20 Capital Ltd first disclose a MU position in 13F-HR filings?
E20 Capital Ltd first reported MICRON TECHNOLOGY INC (MU) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was E20 Capital Ltd's most recent quarter-over-quarter share-count change in MU?
Between Q4 2025 and Q1 2026, E20 Capital Ltd added 77,398 shares of MU (+141.5%), bringing the total reported position to 132,087 shares at a market value of $44.6M.
Does the implied price-per-share represent E20 Capital Ltd'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.