DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in MU — Micron Technology Inc
CIK 1389507
SOUTH NORWALK, CT
Position in MU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$93,260,732
+$63,235,600 QoQ
Shares Held
276,050
+162.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
4.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Derivatives in MU
reported options exposure · as of Mar 31, 2023CallValue
$24,136,000
CallShares
400,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $197,431,372 across 4 Semiconductors names. MU ranks #1 (47.2% of the industry book) .
All Filings in MU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,260,732 | 276,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,025,132 | 105,200 | Shares | Sole | 2026-02-17 | |
| 2023-03-31 | $16,478,914 | 273,101 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $24,136,000 | 400,000 | Call | Sole | 2023-05-15 | |
| 2021-12-31 | $13,972,500 | 150,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $18,885,510 | 202,743 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $34,189,663 | 402,326 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,821,000 | 100,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $9,850,234 | 111,668 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,260,149 | 56,666 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,696,000 | 100,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $2,709,592 | 57,700 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,367,347 | 65,360 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,383,492 | 318,200 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||