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MU · TSM 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.

MUTSM
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.
  • MU
  • TSM
0204060202120222023202420252026
Holders and value by quarter
QuarterMUTSM
Q3 202034 holders, $8.6bn33 holders, $17.7bn
Q4 202043 holders, $13.3bn32 holders, $22.6bn
Q1 202138 holders, $13.5bn32 holders, $22.3bn
Q2 202138 holders, $11.4bn29 holders, $21.3bn
Q3 202128 holders, $8.6bn32 holders, $20.8bn
Q4 202134 holders, $12.8bn32 holders, $21.3bn
Q1 202232 holders, $10.8bn38 holders, $18.8bn
Q2 202231 holders, $7.8bn39 holders, $15.7bn
Q3 202236 holders, $7.1bn35 holders, $16.4bn
Q4 202226 holders, $8.0bn35 holders, $14.8bn
Q1 202328 holders, $10.0bn39 holders, $19.0bn
Q2 202334 holders, $10.8bn47 holders, $21.8bn
Q3 202333 holders, $11.6bn42 holders, $17.3bn
Q4 202335 holders, $14.4bn46 holders, $21.4bn
Q1 202445 holders, $19.9bn43 holders, $28.2bn
Q2 202443 holders, $20.8bn49 holders, $36.0bn
Q3 202439 holders, $12.9bn54 holders, $34.9bn
Q4 202428 holders, $12.2bn54 holders, $42.9bn
Q1 202528 holders, $13.8bn48 holders, $33.1bn
Q2 202532 holders, $22.0bn50 holders, $48.3bn
Q3 202536 holders, $29.9bn54 holders, $61.3bn
Q4 202541 holders, $54.0bn53 holders, $62.8bn
Q1 202645 holders, $56.5bn59 holders, $71.9bn
Q2 202650 holders, $164bn57 holders, $98.0bn
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
TSM

Taiwan Semiconductor Manufac

Holders
46
Reported value
$21.4bn
Buyers
25
Sellers
21

Breadth +4 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2023

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MU (8)

Brevan Howard Capital Management LP, Citadel Advisors LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd

Only TSM (19)

Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Coatue Management LLC, Dodge & Cox, First Eagle Investment Management LLC, Light Street Capital Management LLC, Lone Pine Capital LLC, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Walleye Capital LLC

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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