Seth Klarman
Baupost Group
Seth Klarman Micron Technology Inc stake
total: 269
Baupost Group MU trades
- Total transactions:
- 14
- New positions:
- 2
- Sold out:
- 2
- Added:
- 4
- Reduced:
- 6
- Held since:
- 2020 Q3
- Held for:
- 10 quarters
- Latest activity:
- 2023 Q1
According to 2026 Q1 report, Seth Klarman doesn't hold any Micron Technology Inc (MU) shares. Baupost Group has held MU since at least 2013 Q2 with about 41.50M shares in our earliest available record. Seth Klarman later completely sold out the position and invested in Micron Technology Inc again in 2020 Q3. Since at least 2013 Q2, Baupost Group has made 13 more transactions.
When did Seth Klarman sell Micron Technology Inc (MU)?
Seth Klarman sold off the entire Micron Technology Inc (MU) position in 2023 Q1.
Estimated cost basis*
- Weighted AVG buy price:
- $56.84
- Weighted AVG sell price:
- $72.64
Seth Klarman's historical trades in Micron Technology Inc
14 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2023 Q1
|
0.00%
|
0
|
$49.98
|
|
-100% (-3,285,974)
|
-2.68%
|
|
2022 Q3
|
2.84%
|
3,285,974
|
$50.10
|
$164,627,000
|
+20.10% (+550,000)
|
+0.48%
|
|
2022 Q2
|
2.23%
|
2,735,974
|
$55.28
|
$151,245,000
|
-12.05% (-375,000)
|
-0.22%
|
|
2022 Q1
|
2.61%
|
3,110,974
|
$77.89
|
$242,314,000
|
-4.29% (-139,442)
|
-0.11%
|
|
2021 Q4
|
2.99%
|
3,250,416
|
$93.15
|
$302,776,000
|
-54.62% (-3,913,000)
|
-3.35%
|
|
2021 Q2
|
4.94%
|
7,163,416
|
$84.98
|
$608,747,000
|
+32.08% (+1,740,000)
|
+1.2%
|
|
2021 Q1
|
3.81%
|
5,423,416
|
$88.21
|
$478,400,000
|
+3.86% (+201,416)
|
+0.14%
|
|
2020 Q3
|
2.65%
|
$46.96
|
new
|
|||
|
2016 Q1
|
0.00%
|
$14.16
|
-100% (-1,000,000)
|
|||
|
2015 Q3
|
0.25%
|
$14.98
|
-94.93% (-18,706,035)
|
|||
|
2014 Q4
|
13.55%
|
$35.01
|
-61.85% (-31,949,399)
|
|||
|
2013 Q4
|
31.83%
|
$21.75
|
-19.29% (-12,344,566)
|
|||
|
2013 Q3
|
31.95%
|
$17.47
|
+54.22% (+22,500,000)
|
|||
|
2013 Q2
|
14.79%
|
$14.33
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.