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AOSL · 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.

AOSLMU
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.
  • AOSL
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAOSLMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 20211 holders, $7.2m38 holders, $13.5bn
Q2 20212 holders, $8.0m38 holders, $11.4bn
Q3 20213 holders, $9.3m28 holders, $8.6bn
Q4 20214 holders, $31m34 holders, $12.8bn
Q1 20223 holders, $12m32 holders, $10.8bn
Q2 20221 holders, $2.8m31 holders, $7.8bn
Q3 20221 holders, $3.5m36 holders, $7.1bn
Q4 20221 holders, $3.9m26 holders, $8.0bn
Q1 20232 holders, $6.8m28 holders, $10.0bn
Q2 20232 holders, $12m34 holders, $10.8bn
Q3 20232 holders, $13m33 holders, $11.6bn
Q4 20234 holders, $12m35 holders, $14.4bn
Q1 20244 holders, $12m45 holders, $19.9bn
Q2 20244 holders, $22m43 holders, $20.8bn
Q3 20244 holders, $37m39 holders, $12.9bn
Q4 20242 holders, $12m28 holders, $12.2bn
Q1 20252 holders, $8.6m28 holders, $13.8bn
Q2 20252 holders, $9.7m32 holders, $22.0bn
Q3 20253 holders, $11m36 holders, $29.9bn
Q4 20252 holders, $3.1m41 holders, $54.0bn
Q1 20263 holders, $2.8m45 holders, $56.5bn
Q2 20262 holders, $17m50 holders, $164bn
AOSL

Alpha & Omega Semiconductor

Holders
2
Reported value
$12m
Buyers
0
Sellers
2

Breadth -2 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
28
Reported value
$12.2bn
Buyers
16
Sellers
16

Breadth 0 among 94 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2024

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only AOSL (2)

First Eagle Investment Management LLC, Winton Group Ltd

Only MU (28)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, 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, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, and 3 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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