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MPWR · 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.

MPWRMU
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.
  • MPWR
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMPWRMU
Q3 202021 holders, $2.0bn34 holders, $8.6bn
Q4 202015 holders, $2.4bn43 holders, $13.3bn
Q1 202113 holders, $2.1bn38 holders, $13.5bn
Q2 202116 holders, $2.1bn38 holders, $11.4bn
Q3 202114 holders, $3.2bn28 holders, $8.6bn
Q4 202118 holders, $3.5bn34 holders, $12.8bn
Q1 202216 holders, $3.7bn32 holders, $10.8bn
Q2 202220 holders, $2.8bn31 holders, $7.8bn
Q3 202224 holders, $3.4bn36 holders, $7.1bn
Q4 202222 holders, $4.1bn26 holders, $8.0bn
Q1 202324 holders, $5.8bn28 holders, $10.0bn
Q2 202316 holders, $5.9bn34 holders, $10.8bn
Q3 202316 holders, $5.0bn33 holders, $11.6bn
Q4 202319 holders, $6.4bn35 holders, $14.4bn
Q1 202419 holders, $6.7bn45 holders, $19.9bn
Q2 202417 holders, $8.0bn43 holders, $20.8bn
Q3 202423 holders, $8.9bn39 holders, $12.9bn
Q4 202417 holders, $5.1bn28 holders, $12.2bn
Q1 202518 holders, $5.6bn28 holders, $13.8bn
Q2 202513 holders, $6.4bn32 holders, $22.0bn
Q3 202516 holders, $8.0bn36 holders, $29.9bn
Q4 202512 holders, $8.8bn41 holders, $54.0bn
Q1 202612 holders, $10.3bn45 holders, $56.5bn
Q2 202621 holders, $14.1bn50 holders, $164bn
MPWR

Monolithic PWR Sys Inc

Holders
17
Reported value
$8.0bn
Buyers
7
Sellers
12

Breadth -5 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MPWR (2)

Polen Capital Management LLC, Voloridge Investment Management LLC

Only MU (28)

Acadian Asset Management LLC, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Third Point LLC, Two Sigma Advisers LP, and 3 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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