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EQIX · MU in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EQIXMU
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EQIX
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterEQIXMU
Q3 202019 holders, $8.2bn34 holders, $8.6bn
Q4 202021 holders, $8.2bn43 holders, $13.3bn
Q1 202119 holders, $7.5bn38 holders, $13.5bn
Q2 202117 holders, $7.9bn38 holders, $11.4bn
Q3 202115 holders, $7.0bn28 holders, $8.6bn
Q4 202118 holders, $6.0bn34 holders, $12.8bn
Q1 202218 holders, $6.0bn32 holders, $10.8bn
Q2 202223 holders, $5.7bn31 holders, $7.8bn
Q3 202220 holders, $4.8bn36 holders, $7.1bn
Q4 202215 holders, $5.1bn26 holders, $8.0bn
Q1 202317 holders, $5.3bn28 holders, $10.0bn
Q2 202320 holders, $6.5bn34 holders, $10.8bn
Q3 202316 holders, $6.2bn33 holders, $11.6bn
Q4 202319 holders, $6.6bn35 holders, $14.4bn
Q1 202427 holders, $7.6bn45 holders, $19.9bn
Q2 202421 holders, $8.1bn43 holders, $20.8bn
Q3 202426 holders, $9.6bn39 holders, $12.9bn
Q4 202428 holders, $10.3bn28 holders, $12.2bn
Q1 202531 holders, $8.7bn28 holders, $13.8bn
Q2 202530 holders, $7.3bn32 holders, $22.0bn
Q3 202528 holders, $7.0bn36 holders, $29.9bn
Q4 202526 holders, $8.2bn41 holders, $54.0bn
Q1 202631 holders, $11.5bn45 holders, $56.5bn
Q2 202631 holders, $12.6bn50 holders, $164bn
EQIX

Equinix Inc

Holders
19
Reported value
$6.6bn
Buyers
12
Sellers
10

Breadth +2 among 93 comparable managers.

Real estateAI infrastructure and semiconductors · L3VLUPReal estate investment trusts
MU

Micron Technology Inc

Holders
35
Reported value
$14.4bn
Buyers
17
Sellers
21

Breadth -4 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2023

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EQIX (6)

Acadian Asset Management LLC, Coatue Management LLC, First Eagle Investment Management LLC, MFS Investment Management, Neuberger Berman Group LLC, Tudor Investment Corp

Only MU (22)

Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Holocene Advisors LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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