Exited position

Mohnish Pabrai’s Micron Technology Inc (MU) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dalal Street LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2018Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.86MHighest verified quarter-end share count
Quarters reported18Verified quarters with shares above zero
What happened?

Dalal Street LLC first reported Micron Technology Inc in Q4 2018. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Dalal Street LLC sold the entire position in Q2 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2023
Sold the entire position−1.59M shares · No shares reported at quarter-end
Q1 2023
Sold 14.4% of the position−268.68K shares · 1.59M shares remained
Filing context

Quarter-end price $60.34 · Estimated holding basis $46.54

Q4 2022
Bought 2.0% more+37.00K shares · 1.86M shares reported after the change
Filing context

Quarter-end price $49.98 · Estimated holding basis $46.54

Q4 2021
Bought 15.5% more+244.66K shares · 1.82M shares reported after the change
Filing context

Quarter-end price $93.15 · Estimated holding basis $46.47

Q3 2021
Bought 1.7% more+27.15K shares · 1.58M shares reported after the change
Filing context

Quarter-end price $70.98 · Estimated holding basis $39.24

Q1 2021
Sold 14.7% of the position−268.32K shares · 1.55M shares remained
Filing context

Quarter-end price $88.21 · Estimated holding basis $38.68

5 unchanged quarters are collapsed by default.

Portfolio importance

How important was Micron Technology Inc in Dalal Street LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight79.2%Q1 2023
Last reported rank#1of 3 reported positions
Peak portfolio weight100.0%Q2 2022
Best historical rank#1Q1 2020
At peak importanceQ2 2022
MU
100.0%
Largest holding
100.0%
Cross-investor discovery

Who else owns Micron Technology Inc?

Also reported by 4 other tracked investors in their latest verified filings.

David TepperAppaloosa LP
MU15.1% of reported portfolio
Ray DalioBridgewater Associates, LP
MU0.6% of reported portfolio
Joel GreenblattGotham Asset Management
MU0.3% of reported portfolio
Explore Micron Technology Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$1,015.802026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Dalal Street, LLC’s Form 13F disclosures—not Mohnish Pabrai’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.