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CAMT · 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.

CAMTMU
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.
  • CAMT
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCAMTMU
Q3 20202 holders, $20m34 holders, $8.6bn
Q4 20203 holders, $66m43 holders, $13.3bn
Q1 20213 holders, $86m38 holders, $13.5bn
Q2 20213 holders, $97m38 holders, $11.4bn
Q3 20213 holders, $100m28 holders, $8.6bn
Q4 20213 holders, $109m34 holders, $12.8bn
Q1 20222 holders, $39m32 holders, $10.8bn
Q2 20222 holders, $31m31 holders, $7.8bn
Q3 20222 holders, $26m36 holders, $7.1bn
Q4 20222 holders, $24m26 holders, $8.0bn
Q1 20232 holders, $26m28 holders, $10.0bn
Q2 20232 holders, $32m34 holders, $10.8bn
Q3 20235 holders, $149m33 holders, $11.6bn
Q4 20237 holders, $131m35 holders, $14.4bn
Q1 20246 holders, $144m45 holders, $19.9bn
Q2 202410 holders, $285m43 holders, $20.8bn
Q3 20247 holders, $177m39 holders, $12.9bn
Q4 20245 holders, $116m28 holders, $12.2bn
Q1 20253 holders, $47m28 holders, $13.8bn
Q2 20252 holders, $30m32 holders, $22.0bn
Q3 20253 holders, $30m36 holders, $29.9bn
Q4 20252 holders, $15m41 holders, $54.0bn
Q1 20261 holders, $2.3m45 holders, $56.5bn
Q2 20263 holders, $3.2m50 holders, $164bn
CAMT

Camtek LTD

Holders
7
Reported value
$177m
Buyers
5
Sellers
2

Breadth +3 among 94 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP
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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CAMT (3)

Acadian Asset Management LLC, ARK Investment Management LLC, Quantbot Technologies LP

Only MU (35)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), 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, and 10 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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