Jericho Capital Asset Management L.P.: MICRON TECHNOLOGY INC (MU): Quarterly 13F Position History
As of Q2 2026, Jericho Capital Asset Management L.P. reported 466,943 shares of MICRON TECHNOLOGY INC (MU), worth $539.0M and representing 4.5% of its 13F equity book. Quarter-over-quarter share count change: + 466,943 (re-initiated) . The position first appeared in Q3 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 466,943Shares Held (Latest Filing)
- $539.0MReported Market Value (Latest Filing)
- 4.5%Portfolio Weight (% of 13F Equity Book)
- +466,943Quarter-over-Quarter Share Change
- +$539.0MQuarter-over-Quarter Value Change
- 2,310,250Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 466,943 | +466,943 | – | $539.0M | 4.5% | $1154.3 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 2,310,250 | -100.0% | $0 | 0.0% | – |
| Q4 2021 | 2,310,250 | +2,310,250 | – | $215.2M | 7.9% | $93.2 |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 737,000 | -100.0% | $0 | 0.0% | – |
| Q1 2021 | 737,000 | 857,000 | -53.8% | $65.0M | 1.7% | $88.2 |
| Q4 2020 | 1,594,000 | +1,594,000 | – | $119.8M | 2.8% | $75.2 |
| Q3 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2020 | 0 | 1,200,023 | -100.0% | $0 | 0.0% | – |
| Q4 2019 | 1,200,023 | +86,934 | +7.8% | $64.5M | 3.5% | $53.8 |
| Q3 2019 | 1,113,089 | +1,113,089 | – | $47.7M | 2.7% | $42.9 |
| Q2 2019 | 0 | 2,297,000 | -100.0% | $0 | 0.0% | – |
| Q1 2019 | 2,297,000 | +2,297,000 | – | $94.9M | 4.3% | $41.3 |
| Q4 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2018 | 0 | 931,288 | -100.0% | $0 | 0.0% | – |
| Q1 2018 | 931,288 | +931,288 | – | $48.6M | 2.7% | $52.1 |
| Q4 2017 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2017 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2017 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2017 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2016 | 0 | 1,877,097 | -100.0% | $0 | 0.0% | – |
| Q3 2016 | 1,877,097 | – | – | $33.4M | 1.7% | $17.8 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Jericho Capital Asset Management L.P. first disclose a MU position in 13F-HR filings?
Jericho Capital Asset Management L.P. first reported MICRON TECHNOLOGY INC (MU) on its 13F-HR filing for the period ending 2016-09-30 (Q3 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Jericho Capital Asset Management L.P.'s most recent quarter-over-quarter share-count change in MU?
Between Q1 2026 and Q2 2026, Jericho Capital Asset Management L.P. added 466,943 shares of MU (re-initiated), bringing the total reported position to 466,943 shares at a market value of $539.0M.
Does the implied price-per-share represent Jericho Capital Asset Management L.P.'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.