Skip to content
Disclosery

Atreides Management, LP: MU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atreides Management, LP on MU, newest first. How the timeline and the estimate are built.

Atreides Management, LP held 711,364 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 711,364 shares
    Change vs previous 13F -49,062 shares

    7.37% of the 13F portfolio, value $821,120,352.

    13F-HR 0001777813-26-000009 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 760,426 shares
    Change vs previous 13F +21,510 shares

    6.26% of the 13F portfolio, value $256,902,320.

    13F-HR 0001777813-26-000006 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 738,916 shares
    Change vs previous 13F +13,959 shares

    4.47% of the 13F portfolio, value $210,894,016.

    13F-HR 0001777813-26-000003 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 724,957 shares
    Change vs previous 13F +654,479 shares

    3.15% of the 13F portfolio, value $121,299,805.

    13F-HR 0001777813-25-000008 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,478 shares
    Change vs previous 13F -819,364 shares

    0.24% of the 13F portfolio, value $8,686,414.

    13F-HR 0001768757-25-000010 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 889,842 shares
    Change vs previous 13F +649,253 shares

    2.81% of the 13F portfolio, value $77,318,371.

    13F-HR 0001777813-25-000005 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 240,589 shares
    Change vs previous 13F -145,961 shares

    0.64% of the 13F portfolio, value $20,247,970.

    13F-HR 0001768757-25-000003 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 386,550 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $40,089,101.

    13F-HR 0001777813-24-000010 filed by Atreides Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).