L3VLUP
ProSign in

SIMO · 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.

SIMOMU
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.
  • SIMO
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSIMOMU
Q3 20205 holders, $139m34 holders, $8.6bn
Q4 20207 holders, $188m43 holders, $13.3bn
Q1 20218 holders, $191m38 holders, $13.5bn
Q2 20216 holders, $302m38 holders, $11.4bn
Q3 20216 holders, $316m28 holders, $8.6bn
Q4 202110 holders, $540m34 holders, $12.8bn
Q1 20228 holders, $361m32 holders, $10.8bn
Q2 20227 holders, $486m31 holders, $7.8bn
Q3 20228 holders, $252m36 holders, $7.1bn
Q4 20228 holders, $172m26 holders, $8.0bn
Q1 20237 holders, $222m28 holders, $10.0bn
Q2 20239 holders, $337m34 holders, $10.8bn
Q3 20235 holders, $161m33 holders, $11.6bn
Q4 20237 holders, $111m35 holders, $14.4bn
Q1 20248 holders, $313m45 holders, $19.9bn
Q2 20248 holders, $343m43 holders, $20.8bn
Q3 20244 holders, $135m39 holders, $12.9bn
Q4 20242 holders, $92m28 holders, $12.2bn
Q1 20254 holders, $105m28 holders, $13.8bn
Q2 20254 holders, $245m32 holders, $22.0bn
Q3 20254 holders, $260m36 holders, $29.9bn
Q4 20255 holders, $215m41 holders, $54.0bn
Q1 20266 holders, $260m45 holders, $56.5bn
Q2 202612 holders, $2.3bn50 holders, $164bn
SIMO

Silicon Motion Technology Co

Holders
8
Reported value
$343m
Buyers
3
Sellers
5

Breadth -2 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SIMO (1)

Farallon Capital Management LLC

Only MU (36)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, 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, Neuberger Berman Group LLC, PDT Partners LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, 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.

Back to the 13F Explorer →