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MCHP · 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.

MCHPMU
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.
  • MCHP
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMCHPMU
Q3 202018 holders, $6.1bn34 holders, $8.6bn
Q4 202021 holders, $7.6bn43 holders, $13.3bn
Q1 202118 holders, $8.9bn38 holders, $13.5bn
Q2 202119 holders, $7.7bn38 holders, $11.4bn
Q3 202117 holders, $8.1bn28 holders, $8.6bn
Q4 202117 holders, $9.0bn34 holders, $12.8bn
Q1 202216 holders, $7.7bn32 holders, $10.8bn
Q2 202221 holders, $6.5bn31 holders, $7.8bn
Q3 202215 holders, $4.9bn36 holders, $7.1bn
Q4 202221 holders, $5.1bn26 holders, $8.0bn
Q1 202318 holders, $5.7bn28 holders, $10.0bn
Q2 202312 holders, $5.2bn34 holders, $10.8bn
Q3 202316 holders, $4.2bn33 holders, $11.6bn
Q4 202315 holders, $4.7bn35 holders, $14.4bn
Q1 202414 holders, $3.8bn45 holders, $19.9bn
Q2 202416 holders, $3.5bn43 holders, $20.8bn
Q3 202416 holders, $2.1bn39 holders, $12.9bn
Q4 202417 holders, $1.8bn28 holders, $12.2bn
Q1 202511 holders, $1.6bn28 holders, $13.8bn
Q2 202516 holders, $4.0bn32 holders, $22.0bn
Q3 202518 holders, $2.7bn36 holders, $29.9bn
Q4 202517 holders, $3.2bn41 holders, $54.0bn
Q1 202613 holders, $2.9bn45 holders, $56.5bn
Q2 202625 holders, $5.6bn50 holders, $164bn
MCHP

Microchip Technology Inc.

Holders
16
Reported value
$3.5bn
Buyers
10
Sellers
7

Breadth +3 among 94 comparable managers.

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

Only MCHP (5)

Dodge & Cox, Eisler Capital Management Ltd, Holocene Advisors LP, Renaissance Technologies LLC, Tudor Investment Corp

Only MU (32)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, PDT Partners LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, 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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