Form 13-F position report

MICRON TECHNOLOGY INC

Reported by TWO SIGMA INVESTMENTS LP

MU CUSIP 595112103 Manager CIK 0001179392

Reported 3,220,332 shares, up 659,959 (25.8%) from the prior quarter.

Reported value 57.8%; share count 25.8% vs. the prior quarter.

Added
% of reported 13F value 0.63% This manager · Q4 2023
Shares 3,220,332 Quarter-end amount reported
Reported value $274,823,133 Fair value at quarter end
Consecutive quarters held 6 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 30335000
2021-12-31 45442000
2022-03-31 0
2022-09-30 111372000
2022-12-31 0
2023-03-31 49913550
2023-06-30 97457365
2023-09-30 174182175
2023-12-31 274823133
2024-03-31 271388675
2024-06-30 228703312
2024-09-30 270662980
2024-12-31 2701536
2025-03-31 2241762
2025-06-30 64683449
2025-09-30 285302686
2025-12-31 296794719
2026-03-31 773803601
2026-06-30 617744842

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarterly reported position history for MICRON TECHNOLOGY INC held by TWO SIGMA INVESTMENTS LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 535,173 -1,755,271 (-76.6%) 0.45% $617,744,842 2026-08-14
Q1 2026 Added 2,290,444 +1,250,555 (120.3%) 0.62% $773,803,601 2026-05-15
Q4 2025 Reduced 1,039,889 -665,243 (-39.0%) 0.42% $296,794,719 2026-02-17
Q3 2025 Added 1,705,132 +1,180,317 (224.9%) 0.42% $285,302,686 2025-11-14
Q2 2025 Added 524,815 +499,015 (1934.2%) 0.11% $64,683,449 2025-08-14
Q1 2025 Reduced 25,800 -6,300 (-19.6%) < 0.01% $2,241,762 2025-05-15
Q4 2024 Reduced 32,100 -2,577,706 (-98.8%) < 0.01% $2,701,536 2025-02-14
Q3 2024 Added 2,609,806 +871,014 (50.1%) 0.59% $270,662,980 2024-11-14
Q2 2024 Reduced 1,738,792 -563,258 (-24.5%) 0.52% $228,703,312 2024-08-14
Q1 2024 Reduced 2,302,050 -918,282 (-28.5%) 0.64% $271,388,675 2024-05-15
Q4 2023 Added 3,220,332 +659,959 (25.8%) 0.63% $274,823,133 2024-02-14
Q3 2023 Added 2,560,373 +1,016,127 (65.8%) 0.47% $174,182,175 2023-11-14
Q2 2023 Added 1,544,246 +717,041 (86.7%) 0.24% $97,457,365 2023-08-14
Q1 2023 New 827,205 +827,205 (0.0%) 0.14% $49,913,550 2023-05-15
Q4 2022 Reduced 0 -2,223,003 (-100.0%) 0 $0 2023-02-14
Q3 2022 New 2,223,003 +2,223,003 (0.0%) 0.38% $111,372,000 2022-11-14
Q1 2022 Reduced 0 -487,840 (-100.0%) 0 $0 2022-05-16
Q4 2021 Added 487,840 +60,463 (14.1%) 0.1% $45,442,000 2022-02-14
Q3 2021 Reduced 427,377 -633,806 (-59.7%) 0.07% $30,335,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1578 managers reported MICRON TECHNOLOGY INC for Q4 2023.

Managers reporting MICRON TECHNOLOGY INC in Q4 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 94,984,775 +755,588 0.18% $8,106,000,698 43 qtrs
BlackRock Inc Reduced 84,985,597 -794,381 0.18% $7,252,670,836 43 qtrs
STATE STREET CORPORATION Added 45,463,848 +338,067 0.19% $3,885,054,100 43 qtrs
PRIMECAP MANAGEMENT CO CA Reduced 37,491,511 -147,390 2.53% $3,199,525,549 43 qtrs
Capital Research Global Investors Reduced 28,770,957 -8,518,724 0.6% $2,455,341,070 28 qtrs
FMR LLC Added 26,767,605 +4,868,421 0.18% $2,284,347,459 43 qtrs
Sanders Capital LLC Added 22,583,348 +503,923 3.56% $1,927,262,918 21 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 21,537,914 +448,315 0.19% $1,832,794,444 43 qtrs
Capital World Investors Added 21,348,227 +2,666 0.32% $1,821,857,741 14 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 16,763,607 -620,021 0.27% $1,430,606,222 43 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2023
Filed
February 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
3,220,332
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.