Holders over time
- MRVL
- MU
| Quarter | MRVL | MU |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $8.6bn |
| Q4 2020 | none listed holders, n.a. | 43 holders, $13.3bn |
| Q1 2021 | none listed holders, n.a. | 38 holders, $13.5bn |
| Q2 2021 | 17 holders, $13.4bn | 38 holders, $11.4bn |
| Q3 2021 | 17 holders, $14.0bn | 28 holders, $8.6bn |
| Q4 2021 | 27 holders, $19.8bn | 34 holders, $12.8bn |
| Q1 2022 | 24 holders, $15.5bn | 32 holders, $10.8bn |
| Q2 2022 | 28 holders, $10.0bn | 31 holders, $7.8bn |
| Q3 2022 | 22 holders, $9.0bn | 36 holders, $7.1bn |
| Q4 2022 | 25 holders, $8.0bn | 26 holders, $8.0bn |
| Q1 2023 | 20 holders, $9.4bn | 28 holders, $10.0bn |
| Q2 2023 | 14 holders, $13.4bn | 34 holders, $10.8bn |
| Q3 2023 | 14 holders, $11.8bn | 33 holders, $11.6bn |
| Q4 2023 | 15 holders, $12.8bn | 35 holders, $14.4bn |
| Q1 2024 | 31 holders, $13.8bn | 45 holders, $19.9bn |
| Q2 2024 | 23 holders, $13.1bn | 43 holders, $20.8bn |
| Q3 2024 | 21 holders, $13.6bn | 39 holders, $12.9bn |
| Q4 2024 | 31 holders, $22.9bn | 28 holders, $12.2bn |
| Q1 2025 | 26 holders, $12.0bn | 28 holders, $13.8bn |
| Q2 2025 | 23 holders, $13.0bn | 32 holders, $22.0bn |
| Q3 2025 | 21 holders, $13.1bn | 36 holders, $29.9bn |
| Q4 2025 | 23 holders, $16.1bn | 41 holders, $54.0bn |
| Q1 2026 | 17 holders, $19.4bn | 45 holders, $56.5bn |
| Q2 2026 | 30 holders, $35.0bn | 50 holders, $164bn |
Marvell Technology Inc
- Holders
- 21
- Reported value
- $13.6bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 94 comparable managers.
Micron Technology Inc
- Holders
- 39
- Reported value
- $12.9bn
- Buyers
- 19
- Sellers
- 26
Breadth -7 among 94 comparable managers.
Who holds both, Q3 2024
Both (13)
AQR Capital Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only MRVL (8)
Acadian Asset Management LLC, Artisan Partners LP, Davidson Kempner Capital Management LP, Glenview Capital Management LLC, Holocene Advisors LP, MFS Investment Management, Rokos Capital Management LLP, Verition Fund Management LLC
Only MU (26)
AllianceBernstein LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Tybourne Capital Management HK Ltd, Walleye Capital LLC, and 1 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.