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CIEN · 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.

CIENMU
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.
  • CIEN
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCIENMU
Q3 202012 holders, $575m34 holders, $8.6bn
Q4 202012 holders, $774m43 holders, $13.3bn
Q1 20219 holders, $596m38 holders, $13.5bn
Q2 20217 holders, $615m38 holders, $11.4bn
Q3 20216 holders, $388m28 holders, $8.6bn
Q4 20216 holders, $1.5bn34 holders, $12.8bn
Q1 202213 holders, $1.5bn32 holders, $10.8bn
Q2 202215 holders, $1.2bn31 holders, $7.8bn
Q3 202212 holders, $1.1bn36 holders, $7.1bn
Q4 202214 holders, $1.2bn26 holders, $8.0bn
Q1 202313 holders, $1.2bn28 holders, $10.0bn
Q2 202311 holders, $498m34 holders, $10.8bn
Q3 202310 holders, $856m33 holders, $11.6bn
Q4 202311 holders, $903m35 holders, $14.4bn
Q1 20247 holders, $1.3bn45 holders, $19.9bn
Q2 202411 holders, $1.3bn43 holders, $20.8bn
Q3 20248 holders, $1.7bn39 holders, $12.9bn
Q4 202412 holders, $2.7bn28 holders, $12.2bn
Q1 202516 holders, $1.8bn28 holders, $13.8bn
Q2 202517 holders, $2.7bn32 holders, $22.0bn
Q3 202521 holders, $5.4bn36 holders, $29.9bn
Q4 202524 holders, $8.9bn41 holders, $54.0bn
Q1 202629 holders, $15.3bn45 holders, $56.5bn
Q2 202627 holders, $16.3bn50 holders, $164bn
CIEN

Ciena Corp

Holders
16
Reported value
$1.8bn
Buyers
12
Sellers
4

Breadth +8 among 95 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
MU

Micron Technology Inc

Holders
28
Reported value
$13.8bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CIEN (5)

Brevan Howard Capital Management LP, Caxton Associates LLP, Point72 Asset Management LP, Two Sigma Investments LP, Verition Fund Management LLC

Only MU (17)

AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Millennium Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Wellington Management Group LLP

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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