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NBIS · 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.

NBISMU
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.
  • NBIS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterNBISMU
Q3 202011 holders, $5.3bn34 holders, $8.6bn
Q4 202011 holders, $5.9bn43 holders, $13.3bn
Q1 202114 holders, $5.3bn38 holders, $13.5bn
Q2 202112 holders, $5.8bn38 holders, $11.4bn
Q3 202112 holders, $6.6bn28 holders, $8.6bn
Q4 202111 holders, $4.6bn34 holders, $12.8bn
Q1 20224 holders, $440m32 holders, $10.8bn
Q2 20224 holders, $434m31 holders, $7.8bn
Q3 20224 holders, $433m36 holders, $7.1bn
Q4 20224 holders, $404m26 holders, $8.0bn
Q1 20232 holders, $028 holders, $10.0bn
Q2 20232 holders, $35m34 holders, $10.8bn
Q3 20232 holders, $27m33 holders, $11.6bn
Q4 20231 holders, $035 holders, $14.4bn
Q1 20241 holders, $045 holders, $19.9bn
Q2 20241 holders, $043 holders, $20.8bn
Q3 20241 holders, $039 holders, $12.9bn
Q4 20246 holders, $186m28 holders, $12.2bn
Q1 20258 holders, $131m28 holders, $13.8bn
Q2 20256 holders, $350m32 holders, $22.0bn
Q3 202514 holders, $1.3bn36 holders, $29.9bn
Q4 202510 holders, $846m41 holders, $54.0bn
Q1 202611 holders, $1.3bn45 holders, $56.5bn
Q2 202614 holders, $5.1bn50 holders, $164bn
NBIS

Nebius Group N.v.

Holders
8
Reported value
$131m
Buyers
4
Sellers
3

Breadth +1 among 95 comparable managers.

Software and IT servicesAI infrastructure and semiconductors · L3VLUPInternet, programming and data services
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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NBIS (3)

Discovery Capital Management LLC, Moore Capital Management LP, Soros Fund Management LLC

Only MU (23)

AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Walleye Capital 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.

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