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MRVL · 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.

MRVLMU
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.
  • MRVL
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMRVLMU
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 202117 holders, $13.4bn38 holders, $11.4bn
Q3 202117 holders, $14.0bn28 holders, $8.6bn
Q4 202127 holders, $19.8bn34 holders, $12.8bn
Q1 202224 holders, $15.5bn32 holders, $10.8bn
Q2 202228 holders, $10.0bn31 holders, $7.8bn
Q3 202222 holders, $9.0bn36 holders, $7.1bn
Q4 202225 holders, $8.0bn26 holders, $8.0bn
Q1 202320 holders, $9.4bn28 holders, $10.0bn
Q2 202314 holders, $13.4bn34 holders, $10.8bn
Q3 202314 holders, $11.8bn33 holders, $11.6bn
Q4 202315 holders, $12.8bn35 holders, $14.4bn
Q1 202431 holders, $13.8bn45 holders, $19.9bn
Q2 202423 holders, $13.1bn43 holders, $20.8bn
Q3 202421 holders, $13.6bn39 holders, $12.9bn
Q4 202431 holders, $22.9bn28 holders, $12.2bn
Q1 202526 holders, $12.0bn28 holders, $13.8bn
Q2 202523 holders, $13.0bn32 holders, $22.0bn
Q3 202521 holders, $13.1bn36 holders, $29.9bn
Q4 202523 holders, $16.1bn41 holders, $54.0bn
Q1 202617 holders, $19.4bn45 holders, $56.5bn
Q2 202630 holders, $35.0bn50 holders, $164bn
MRVL

Marvell Technology Inc

Holders
23
Reported value
$13.1bn
Buyers
13
Sellers
14

Breadth -1 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 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MRVL (4)

D1 Capital Partners LP, Davidson Kempner Capital Management LP, Glenview Capital Management LLC, Woodline Partners LP

Only MU (24)

AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Light Street Capital Management LLC, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Third Point LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, 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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