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Sycomore Asset Management

SEC CIK
0001728681
Latest filing
Jul 16, 2026

MU holding history

Micron Technology Inc in every 13F filed by Sycomore Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MU overviewAll 13F holders of MUFull Q2 2026 holdings

Shares (Q2 2026)
155,733
Value
$139.5M
% of portfolio
15.0%
Quarters held
14
Since Q1 2021
Holdings of MU by Sycomore Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026155,733$139.5M15.0%00.0%UnchangedHolders
Q1 2026155,733$17.1M2.5%00.0%UnchangedHolders
Q4 2025155,733$17.1M2.8%00.0%UnchangedHolders
Q3 2025155,733$17.1M2.8%00.0%UnchangedHolders
Q2 2025155,733$17.1M2.7%00.0%UnchangedHolders
Q1 2025155,733$17.1M2.4%00.0%UnchangedHolders
Q4 2024155,733$17.1M2.4%+20,066+14.8%AddedHolders
Q3 2024135,667$14.9M2.5%+80,758+147.1%AddedHolders
Q2 202454,909$7.82M1.4%−91,718−62.6%ReducedHolders
Q1 2024146,627$14.3M3.1%+49,845+51.5%AddedHolders
Q4 202396,782$8.39M1.8%+22,300+29.9%AddedHolders
Q3 202374,482$5.13M1.3%+74,482NewHolders
Q1 20220$00.0%−53,000−100.0%Sold outHolders
Q4 202153,000$5.10M0.8%+53,000NewHolders
Q2 20210$00.0%−48,341−100.0%Sold outHolders
Q1 202148,341$4.19M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.