Holders over time
- CRDO
- MU
| Quarter | CRDO | 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 | none listed holders, n.a. | 38 holders, $11.4bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $8.6bn |
| Q4 2021 | none listed holders, n.a. | 34 holders, $12.8bn |
| Q1 2022 | 2 holders, $127m | 32 holders, $10.8bn |
| Q2 2022 | 2 holders, $117m | 31 holders, $7.8bn |
| Q3 2022 | 2 holders, $140m | 36 holders, $7.1bn |
| Q4 2022 | 5 holders, $184m | 26 holders, $8.0bn |
| Q1 2023 | 5 holders, $194m | 28 holders, $10.0bn |
| Q2 2023 | 6 holders, $344m | 34 holders, $10.8bn |
| Q3 2023 | 5 holders, $209m | 33 holders, $11.6bn |
| Q4 2023 | 9 holders, $287m | 35 holders, $14.4bn |
| Q1 2024 | 8 holders, $297m | 45 holders, $19.9bn |
| Q2 2024 | 11 holders, $508m | 43 holders, $20.8bn |
| Q3 2024 | 10 holders, $519m | 39 holders, $12.9bn |
| Q4 2024 | 15 holders, $1.3bn | 28 holders, $12.2bn |
| Q1 2025 | 17 holders, $1.1bn | 28 holders, $13.8bn |
| Q2 2025 | 21 holders, $2.2bn | 32 holders, $22.0bn |
| Q3 2025 | 22 holders, $3.8bn | 36 holders, $29.9bn |
| Q4 2025 | 19 holders, $3.2bn | 41 holders, $54.0bn |
| Q1 2026 | 13 holders, $1.8bn | 45 holders, $56.5bn |
| Q2 2026 | 23 holders, $5.2bn | 50 holders, $164bn |
Credo Technology Group Holdi
- Holders
- 15
- Reported value
- $1.3bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 94 comparable managers.
Micron Technology Inc
- Holders
- 28
- Reported value
- $12.2bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 94 comparable managers.
Who holds both, Q4 2024
Both (8)
AllianceBernstein LP, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Tudor Investment Corp, Two Sigma Advisers LP
Only CRDO (7)
Balyasny Asset Management LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only MU (20)
Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Capital World Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tybourne Capital Management HK Ltd, Verition Fund Management LLC, Wellington Management Group LLP, 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.