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COHR · 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.

COHRMU
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.
  • COHR
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCOHRMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 2021none listed holders, n.a.34 holders, $12.8bn
Q1 2022none listed holders, n.a.32 holders, $10.8bn
Q2 2022none listed holders, n.a.31 holders, $7.8bn
Q3 20227 holders, $958m36 holders, $7.1bn
Q4 20229 holders, $898m26 holders, $8.0bn
Q1 20238 holders, $885m28 holders, $10.0bn
Q2 20235 holders, $1.0bn34 holders, $10.8bn
Q3 20237 holders, $677m33 holders, $11.6bn
Q4 20237 holders, $1.2bn35 holders, $14.4bn
Q1 202411 holders, $1.7bn45 holders, $19.9bn
Q2 202414 holders, $2.6bn43 holders, $20.8bn
Q3 202418 holders, $4.0bn39 holders, $12.9bn
Q4 202422 holders, $4.3bn28 holders, $12.2bn
Q1 202519 holders, $2.9bn28 holders, $13.8bn
Q2 202517 holders, $3.5bn32 holders, $22.0bn
Q3 202524 holders, $4.6bn36 holders, $29.9bn
Q4 202532 holders, $9.9bn41 holders, $54.0bn
Q1 202630 holders, $10.3bn45 holders, $56.5bn
Q2 202625 holders, $12.0bn50 holders, $164bn
COHR

Coherent Corp

Holders
22
Reported value
$4.3bn
Buyers
11
Sellers
10

Breadth +1 among 94 comparable managers.

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

Only COHR (13)

Artisan Partners LP, Balyasny Asset Management LLC, Caxton Associates LLP, Dodge & Cox, First Eagle Investment Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Sachem Head Capital Management LP, Schonfeld Strategic Advisors LLC, Whale Rock Capital Management LLC, Winton Group Ltd

Only MU (19)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Woodline Partners LP

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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