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DELL · 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.

DELLMU
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.
  • DELL
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterDELLMU
Q3 202017 holders, $5.2bn34 holders, $8.6bn
Q4 202013 holders, $5.8bn43 holders, $13.3bn
Q1 202122 holders, $7.8bn38 holders, $13.5bn
Q2 202123 holders, $9.2bn38 holders, $11.4bn
Q3 202125 holders, $9.9bn28 holders, $8.6bn
Q4 202124 holders, $3.7bn34 holders, $12.8bn
Q1 202223 holders, $2.3bn32 holders, $10.8bn
Q2 202217 holders, $1.9bn31 holders, $7.8bn
Q3 202216 holders, $1.4bn36 holders, $7.1bn
Q4 202213 holders, $1.7bn26 holders, $8.0bn
Q1 202318 holders, $1.9bn28 holders, $10.0bn
Q2 202318 holders, $2.6bn34 holders, $10.8bn
Q3 202320 holders, $3.5bn33 holders, $11.6bn
Q4 202321 holders, $3.0bn35 holders, $14.4bn
Q1 202423 holders, $5.2bn45 holders, $19.9bn
Q2 202429 holders, $8.0bn43 holders, $20.8bn
Q3 202418 holders, $4.8bn39 holders, $12.9bn
Q4 202413 holders, $3.7bn28 holders, $12.2bn
Q1 202512 holders, $1.5bn28 holders, $13.8bn
Q2 202514 holders, $2.8bn32 holders, $22.0bn
Q3 202514 holders, $2.7bn36 holders, $29.9bn
Q4 202514 holders, $2.4bn41 holders, $54.0bn
Q1 202620 holders, $4.9bn45 holders, $56.5bn
Q2 202628 holders, $9.4bn50 holders, $164bn
DELL

Dell Technologies Inc

Holders
29
Reported value
$8.0bn
Buyers
21
Sellers
10

Breadth +11 among 94 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
MU

Micron Technology Inc

Holders
43
Reported value
$20.8bn
Buyers
20
Sellers
28

Breadth -8 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 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 DELL (8)

Altimeter Capital Management LP, Bridgewater Associates LP, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Holocene Advisors LP, Point72 Asset Management LP, Tudor Investment Corp

Only MU (22)

AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Element Capital Management LLC, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Third Point LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Whale Rock Capital Management LLC, Winton Group Ltd

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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