Micron (MU)Alphinity Investment Management Pty Ltd opened a new position $207M

180K

Shares reported

3.5%

Disclosed portfolio weight

$207M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 15, 2026CongressDisclosed partial sale of MU — reported range $1,001 - $15,000
2. May 21, 2026CongressDisclosed purchase of MU — reported range $1,001 - $15,000
3. May 29, 2026Insider · 1 personInsiders: 36 sales (~$38.5M)
4. Jun 9, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 9, 2026, the Board of Directors (“Board”) of Micron Technology, Inc. (the “Company”) appointed Alexis Black Björlin as a member of the Board. The Board has determined that Dr. Björlin is an independent director under the applicable rules of the Nasdaq Stock Market LLC (the “Independence Rules”).”
5. Jun 24, 2026Company filing · Form 8-K · ResultsReported its results
6. Jun 26, 2026Insider · 1 personInsiders: 42 sales (~$37.3M)

What came next

1. Aug 17, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest
2. Aug 24, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 26, 2026, Micron Technology, Inc. ("Micron" or the “Company”) announced that Manish Bhatia, 54, the Company’s current Executive Vice President, Global Operations, has been appointed as President and Chief Operating Officer of the Company and that Dr. Scott DeBoer, 60, the Company’s current Executive Vice President, Chief Technology and Products Officer, has been appointed President and Chief Technology and…”
3. Sep 25, 2026Government · Federal Register noticeCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same, and Components Thereof (III); Notice of Institution of Investigation
4. Sep 30, 2026Company filing · Form 8-K · ResultsReported its results
5. Oct 1, 2026Government · Federal Register noticeNotice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Micron

For Micron, OQRO holds 74 insider filings (SEC Form 4 or Form 144), 3 Congress trade reports and 192 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MU page.

How this filing works

• SEC Form 13F

Other disclosures at Micron

• SEC Form 4Aug 28, 2026
• SEC Form 4Aug 25, 2026
• SEC Form 4Aug 25, 2026
• SEC Form 4Aug 25, 2026
• SEC Form 4Aug 25, 2026
• SEC Form 4Aug 25, 2026

Everything OQRO holds on this company is on its MU page.