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SEDG · 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.

SEDGMU
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.
  • SEDG
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSEDGMU
Q3 202013 holders, $1.2bn34 holders, $8.6bn
Q4 202012 holders, $1.5bn43 holders, $13.3bn
Q1 202110 holders, $1.4bn38 holders, $13.5bn
Q2 202112 holders, $897m38 holders, $11.4bn
Q3 20218 holders, $656m28 holders, $8.6bn
Q4 20218 holders, $886m34 holders, $12.8bn
Q1 202213 holders, $1.3bn32 holders, $10.8bn
Q2 202212 holders, $1.1bn31 holders, $7.8bn
Q3 202212 holders, $1.0bn36 holders, $7.1bn
Q4 202216 holders, $1.3bn26 holders, $8.0bn
Q1 202316 holders, $2.4bn28 holders, $10.0bn
Q2 202314 holders, $1.8bn34 holders, $10.8bn
Q3 202311 holders, $740m33 holders, $11.6bn
Q4 20239 holders, $523m35 holders, $14.4bn
Q1 20246 holders, $347m45 holders, $19.9bn
Q2 20246 holders, $128m43 holders, $20.8bn
Q3 20248 holders, $148m39 holders, $12.9bn
Q4 20246 holders, $38m28 holders, $12.2bn
Q1 20259 holders, $80m28 holders, $13.8bn
Q2 20255 holders, $93m32 holders, $22.0bn
Q3 20258 holders, $234m36 holders, $29.9bn
Q4 20257 holders, $154m41 holders, $54.0bn
Q1 20266 holders, $268m45 holders, $56.5bn
Q2 20265 holders, $198m50 holders, $164bn
SEDG

Solaredge Technologies Inc

Holders
9
Reported value
$523m
Buyers
7
Sellers
2

Breadth +5 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SEDG (5)

Baillie Gifford & Co, Caxton Associates LLP, Coatue Management LLC, Point72 Asset Management LP, Voloridge Investment Management LLC

Only MU (31)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, 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, and 6 more

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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