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VIAV · 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.

VIAVMU
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.
  • VIAV
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterVIAVMU
Q3 202010 holders, $284m34 holders, $8.6bn
Q4 202011 holders, $307m43 holders, $13.3bn
Q1 202111 holders, $476m38 holders, $13.5bn
Q2 202110 holders, $593m38 holders, $11.4bn
Q3 20217 holders, $487m28 holders, $8.6bn
Q4 20218 holders, $591m34 holders, $12.8bn
Q1 20227 holders, $505m32 holders, $10.8bn
Q2 20226 holders, $396m31 holders, $7.8bn
Q3 20228 holders, $362m36 holders, $7.1bn
Q4 20226 holders, $295m26 holders, $8.0bn
Q1 20234 holders, $303m28 holders, $10.0bn
Q2 20234 holders, $295m34 holders, $10.8bn
Q3 20234 holders, $268m33 holders, $11.6bn
Q4 20235 holders, $261m35 holders, $14.4bn
Q1 20245 holders, $296m45 holders, $19.9bn
Q2 20243 holders, $107m43 holders, $20.8bn
Q3 20244 holders, $262m39 holders, $12.9bn
Q4 20246 holders, $382m28 holders, $12.2bn
Q1 20256 holders, $412m28 holders, $13.8bn
Q2 20254 holders, $440m32 holders, $22.0bn
Q3 20257 holders, $585m36 holders, $29.9bn
Q4 20258 holders, $669m41 holders, $54.0bn
Q1 20268 holders, $1.1bn45 holders, $56.5bn
Q2 202621 holders, $3.2bn50 holders, $164bn
VIAV

Viavi Solutions Inc

Holders
5
Reported value
$261m
Buyers
3
Sellers
2

Breadth +1 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VIAV (2)

First Eagle Investment Management LLC, Woodline Partners LP

Only MU (32)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global 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, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 7 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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