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RMBS · 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.

RMBSMU
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.
  • RMBS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterRMBSMU
Q3 20203 holders, $92m34 holders, $8.6bn
Q4 20206 holders, $116m43 holders, $13.3bn
Q1 20214 holders, $109m38 holders, $13.5bn
Q2 20216 holders, $133m38 holders, $11.4bn
Q3 20213 holders, $105m28 holders, $8.6bn
Q4 20214 holders, $118m34 holders, $12.8bn
Q1 20226 holders, $163m32 holders, $10.8bn
Q2 20222 holders, $109m31 holders, $7.8bn
Q3 20224 holders, $142m36 holders, $7.1bn
Q4 20226 holders, $227m26 holders, $8.0bn
Q1 20239 holders, $464m28 holders, $10.0bn
Q2 20239 holders, $319m34 holders, $10.8bn
Q3 20234 holders, $279m33 holders, $11.6bn
Q4 20235 holders, $574m35 holders, $14.4bn
Q1 20244 holders, $518m45 holders, $19.9bn
Q2 20246 holders, $558m43 holders, $20.8bn
Q3 20248 holders, $174m39 holders, $12.9bn
Q4 20245 holders, $432m28 holders, $12.2bn
Q1 20256 holders, $555m28 holders, $13.8bn
Q2 20254 holders, $403m32 holders, $22.0bn
Q3 20256 holders, $966m36 holders, $29.9bn
Q4 20257 holders, $1.2bn41 holders, $54.0bn
Q1 20268 holders, $1.1bn45 holders, $56.5bn
Q2 202612 holders, $3.2bn50 holders, $164bn
RMBS

Rambus Inc Del

Holders
8
Reported value
$174m
Buyers
7
Sellers
2

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 RMBS (2)

Polen Capital Management LLC, Voloridge Investment Management LLC

Only MU (33)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, 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, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, and 8 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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