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ALAB · 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.

ALABMU
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.
  • ALAB
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterALABMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 2021none listed holders, n.a.34 holders, $12.8bn
Q1 2022none listed holders, n.a.32 holders, $10.8bn
Q2 2022none listed holders, n.a.31 holders, $7.8bn
Q3 2022none listed holders, n.a.36 holders, $7.1bn
Q4 2022none listed holders, n.a.26 holders, $8.0bn
Q1 2023none listed holders, n.a.28 holders, $10.0bn
Q2 2023none listed holders, n.a.34 holders, $10.8bn
Q3 2023none listed holders, n.a.33 holders, $11.6bn
Q4 2023none listed holders, n.a.35 holders, $14.4bn
Q1 202415 holders, $1.5bn45 holders, $19.9bn
Q2 20248 holders, $1.6bn43 holders, $20.8bn
Q3 202411 holders, $1.5bn39 holders, $12.9bn
Q4 202419 holders, $5.4bn28 holders, $12.2bn
Q1 202515 holders, $2.5bn28 holders, $13.8bn
Q2 202523 holders, $3.7bn32 holders, $22.0bn
Q3 202521 holders, $7.5bn36 holders, $29.9bn
Q4 202519 holders, $6.1bn41 holders, $54.0bn
Q1 202613 holders, $3.9bn45 holders, $56.5bn
Q2 202624 holders, $18.9bn50 holders, $164bn
ALAB

Astera Labs Inc

New listing

Holders
15
Reported value
$1.5bn
Buyers
15
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
45
Reported value
$19.9bn
Buyers
23
Sellers
20

Breadth +3 among 93 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2024

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ALAB (6)

Altimeter Capital Management LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dragoneer Investment Group LLC, Soros Fund Management LLC, Tiger Global Management LLC

Only MU (36)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Element Capital Management LLC, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 11 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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