Decision Timeline

MU, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 19
Buy / add: 8
Trim / exit: 11

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Sep 2, 2026
64d lag
TRIM-86.9%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+12.4% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-41.4%
David Tepper · 9.5% of reported portfolio
Original SEC filing ↗
+6.4% vs SPY
34 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+50.6%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+43.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+200.0%
David Tepper · 6.2% of reported portfolio
Original SEC filing ↗
+54.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Jan 15, 2026
15d lag
EXITEXIT
Guy Spier · 4.2% of reported portfolio
Original SEC filing ↗
+22.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
EXITEXIT
Lee Ainslie · 2.1% of reported portfolio
Original SEC filing ↗
+70.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+168.5%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+70.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 13, 2025
44d lag
TRIM-39.4%
David Tepper · 1.6% of reported portfolio
Original SEC filing ↗
+60.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 20, 2025
20d lag
TRIM-60.0%
Guy Spier · 8.0% of reported portfolio
Original SEC filing ↗
+90.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+35.6%
Lee Ainslie · 2.1% of reported portfolio
Original SEC filing ↗
+96.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+106.3%
David Tepper · 1.6% of reported portfolio
Original SEC filing ↗
+96.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-66.7%
David Tepper · 1.6% of reported portfolio
Original SEC filing ↗
+14.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+2422.7%
Lee Ainslie · 1.3% of reported portfolio
Original SEC filing ↗
+14.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
EXITEXIT
Stanley Druckenmiller · 1.0% of reported portfolio
Original SEC filing ↗
+14.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-45.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+14.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
NEWNEW
Stanley Druckenmiller · 1.0% of reported portfolio
Original SEC filing ↗
-5.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TRIM-22.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-5.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-93.7%
Lee Ainslie · 1.6% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+99.5%
Prem Watsa · 0.8% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

Follow MU

Email me only when a reviewed weekly edition contains a material new decision about MU: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.

Confirm by email. Manage or stop follows in one click. See our privacy notice.

Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.