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ALGM · 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.

ALGMMU
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.
  • ALGM
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterALGMMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 20204 holders, $50m43 holders, $13.3bn
Q1 20216 holders, $125m38 holders, $13.5bn
Q2 20213 holders, $106m38 holders, $11.4bn
Q3 20212 holders, $118m28 holders, $8.6bn
Q4 20213 holders, $209m34 holders, $12.8bn
Q1 20225 holders, $154m32 holders, $10.8bn
Q2 20225 holders, $110m31 holders, $7.8bn
Q3 20223 holders, $111m36 holders, $7.1bn
Q4 20222 holders, $138m26 holders, $8.0bn
Q1 202310 holders, $881m28 holders, $10.0bn
Q2 202311 holders, $325m34 holders, $10.8bn
Q3 202312 holders, $151m33 holders, $11.6bn
Q4 20237 holders, $120m35 holders, $14.4bn
Q1 20245 holders, $560m45 holders, $19.9bn
Q2 20248 holders, $688m43 holders, $20.8bn
Q3 20247 holders, $907m39 holders, $12.9bn
Q4 202410 holders, $806m28 holders, $12.2bn
Q1 20256 holders, $1.1bn28 holders, $13.8bn
Q2 20258 holders, $1.7bn32 holders, $22.0bn
Q3 20254 holders, $1.4bn36 holders, $29.9bn
Q4 20253 holders, $989m41 holders, $54.0bn
Q1 20264 holders, $1.3bn45 holders, $56.5bn
Q2 20267 holders, $3.9bn50 holders, $164bn
ALGM

Allegro Microsystems Inc

Holders
7
Reported value
$907m
Buyers
6
Sellers
1

Breadth +5 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
39
Reported value
$12.9bn
Buyers
19
Sellers
26

Breadth -7 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2024

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ALGM (2)

Artisan Partners LP, Holocene Advisors LP

Only MU (34)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, and 9 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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