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RMBS · 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.

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.
  • RMBS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterRMBSMU
Q3 20203 holders, $92m34 holders, $8.6bn
Q4 20206 holders, $116m43 holders, $13.3bn
Q1 20214 holders, $109m38 holders, $13.5bn
Q2 20216 holders, $133m38 holders, $11.4bn
Q3 20213 holders, $105m28 holders, $8.6bn
Q4 20214 holders, $118m34 holders, $12.8bn
Q1 20226 holders, $163m32 holders, $10.8bn
Q2 20222 holders, $109m31 holders, $7.8bn
Q3 20224 holders, $142m36 holders, $7.1bn
Q4 20226 holders, $227m26 holders, $8.0bn
Q1 20239 holders, $464m28 holders, $10.0bn
Q2 20239 holders, $319m34 holders, $10.8bn
Q3 20234 holders, $279m33 holders, $11.6bn
Q4 20235 holders, $574m35 holders, $14.4bn
Q1 20244 holders, $518m45 holders, $19.9bn
Q2 20246 holders, $558m43 holders, $20.8bn
Q3 20248 holders, $174m39 holders, $12.9bn
Q4 20245 holders, $432m28 holders, $12.2bn
Q1 20256 holders, $555m28 holders, $13.8bn
Q2 20254 holders, $403m32 holders, $22.0bn
Q3 20256 holders, $966m36 holders, $29.9bn
Q4 20257 holders, $1.2bn41 holders, $54.0bn
Q1 20268 holders, $1.1bn45 holders, $56.5bn
Q2 202612 holders, $3.2bn50 holders, $164bn
RMBS

Rambus Inc Del

Holders
5
Reported value
$574m
Buyers
3
Sellers
4

Breadth -1 among 93 comparable managers.

MU

Micron Technology Inc

Holders
35
Reported value
$14.4bn
Buyers
17
Sellers
21

Breadth -4 among 93 comparable managers.

Who holds both, Q4 2023

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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