RIPOSTE CAPITAL LLC: MICRON TECHNOLOGY INC (MU): Quarterly 13F Position History
As of Q2 2026, RIPOSTE CAPITAL LLC reported 25,000 shares of MICRON TECHNOLOGY INC (MU), worth $28.9M and representing 9.8% of its 13F equity book. Quarter-over-quarter share count change: 15,000 (-37.5%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 25,000Shares Held (Latest Filing)
- $28.9MReported Market Value (Latest Filing)
- 9.8%Portfolio Weight (% of 13F Equity Book)
- 15,000Quarter-over-Quarter Share Change
- +$15.3MQuarter-over-Quarter Value Change
- 45,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 25,000 | 15,000 | -37.5% | $28.9M | 9.8% | $1154.3 |
| 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 rather than 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 3 reported quarters within Pactolio's tracked window.
What was RIPOSTE CAPITAL LLC's most recent quarter-over-quarter share-count change in MU?
Between Q1 2026 and Q2 2026, RIPOSTE CAPITAL LLC reduced its MU position by 15,000 shares (-37.5%), leaving 25,000 shares at a market value of $28.9M.
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.