RIPOSTE CAPITAL LLC: MICRON TECHNOLOGY INC (MU): Quarterly 13F Position History
As of Q1 2026, RIPOSTE CAPITAL LLC reported 40,000 shares of MICRON TECHNOLOGY INC (MU), worth $13.5M and representing 6.2% of its 13F equity book. Quarter-over-quarter share count change: 5,000 (-11.1%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 40,000Shares Held (Latest Filing)
- $13.5MReported Market Value (Latest Filing)
- 6.2%Portfolio Weight (% of 13F Equity Book)
- 5,000Quarter-over-Quarter Share Change
- +$670.1KQuarter-over-Quarter Value Change
- 45,000Peak Reported Shares (Historical)
Recent initiation: RIPOSTE CAPITAL LLC 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 | 40,000 | 5,000 | -11.1% | $13.5M | 6.2% | $337.8 |
| Q4 2025 | 45,000 | — | — | $12.8M | 5.3% | $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 RIPOSTE CAPITAL LLC first disclose a MU position in 13F-HR filings?
RIPOSTE CAPITAL LLC 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 RIPOSTE CAPITAL LLC's most recent quarter-over-quarter share-count change in MU?
Between Q4 2025 and Q1 2026, RIPOSTE CAPITAL LLC reduced its MU position by 5,000 shares (-11.1%), leaving 40,000 shares at a market value of $13.5M.
Does the implied price-per-share represent RIPOSTE CAPITAL LLC'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.