ROTHSCHILD INVESTMENT LLC MU — MICRON TECHNOLOGY INC COM

Ownership history in ROTHSCHILD INVESTMENT LLC  ·  9 quarters on record

AI Ownership Summary

ROTHSCHILD INVESTMENT LLC reported MICRON TECHNOLOGY INC COM (MU) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.48% in 2026 Q2. The latest visible filing shows MU at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROTHSCHILD INVESTMENT LLC's position in MICRON TECHNOLOGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MU was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MU stock page ROTHSCHILD INVESTMENT LLC fund profile ROTHSCHILD INVESTMENT LLC full holdings
How ROTHSCHILD INVESTMENT LLC held MU — position size vs. price
% of Fund (quarterly)    MU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,065 +4,815 +77.0% 0.48% $12.8M 2026-08-06 $881.47
2026 Q1 ADDED — — — 6,250 +1,756 +39.1% 0.11% $2.1M 2026-05-07 $646.53
2025 Q4 ADDED — — — 4,494 +356 +8.6% 0.07% $1.3M 2026-02-10 $373.04
2025 Q3 ADDED — — — 4,138 +2,404 +138.6% 0.04% $692K 2025-11-14 (Est.) $246.59
2025 Q2 ADDED — — — 1,734 +6 +0.3% 0.01% $214K 2025-08-11 $123.52
2025 Q1 ADDED — — — 1,728 +115 +7.1% 0.01% $150K 2025-04-08 $65.37
2024 Q4 ADDED — — — 1,613 +137 +9.3% 0.01% $136K 2025-02-04 $90.31
2024 Q3 REDUCED 14.7% -17.5% ✅ 1,476 -255 -14.7% 0.01% $153K 2024-10-18 $110.58
2024 Q2 INITIATED — — — 1,731 — — 0.02% $228K 2024-07-31 $109.13

🏢 Other funds also holding MU

As of 2026 Q2 — sorted by position size

Funde Sino Life Insurance Co Ltd 80.13% Fund Resources Investment Holding Group Co Ltd 76.71% MISHPACHA HOLDINGS CORP 54.82% Monaco Asset Management SAM 3Y 48.15% PKO BP BANKOWY Universal Pension Society JSC 47.83% Shengqi Capital (Hong Kong) Ltd 45.34% Credit Capital Investments LLC 3Y 7Y 38.7% Linden Rose Investment LLC 3Y 22.4% Valliance Asset Management Ltd 3Y 21.9% Tensor Edge Capital, LLC 20.78%

FAQ About ROTHSCHILD INVESTMENT LLC and MU

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROTHSCHILD INVESTMENT LLC reported owning MU?

ROTHSCHILD INVESTMENT LLC reported MU across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MU position in ROTHSCHILD INVESTMENT LLC's portfolio?

The largest reported portfolio weight for MU was 0.48% in 2026 Q2.

What is the latest reported MU position on this page?

The most recent filing on this page is 2026 Q2, when ROTHSCHILD INVESTMENT LLC reported 11,065 shares, equal to 0.48% of portfolio, with an estimated market value of $12.8M.

What does the chart on this MU ownership page compare?

The chart compares ROTHSCHILD INVESTMENT LLC's quarterly MU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ROTHSCHILD INVESTMENT LLC time their MU position?

Based on 13F filing dates vs. subsequent MU price moves, ROTHSCHILD INVESTMENT LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on MU relative to SPY over the holding period was +136.3%.

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