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POWI · 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.

POWIMU
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.
  • POWI
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterPOWIMU
Q3 20203 holders, $268m34 holders, $8.6bn
Q4 20204 holders, $684m43 holders, $13.3bn
Q1 20213 holders, $525m38 holders, $13.5bn
Q2 20214 holders, $529m38 holders, $11.4bn
Q3 20215 holders, $838m28 holders, $8.6bn
Q4 20216 holders, $623m34 holders, $12.8bn
Q1 20226 holders, $593m32 holders, $10.8bn
Q2 20226 holders, $475m31 holders, $7.8bn
Q3 20228 holders, $448m36 holders, $7.1bn
Q4 20225 holders, $475m26 holders, $8.0bn
Q1 20236 holders, $518m28 holders, $10.0bn
Q2 20235 holders, $518m34 holders, $10.8bn
Q3 20234 holders, $427m33 holders, $11.6bn
Q4 20234 holders, $437m35 holders, $14.4bn
Q1 20246 holders, $400m45 holders, $19.9bn
Q2 20247 holders, $412m43 holders, $20.8bn
Q3 20246 holders, $429m39 holders, $12.9bn
Q4 20243 holders, $404m28 holders, $12.2bn
Q1 20252 holders, $199m28 holders, $13.8bn
Q2 20253 holders, $241m32 holders, $22.0bn
Q3 20254 holders, $194m36 holders, $29.9bn
Q4 20253 holders, $160m41 holders, $54.0bn
Q1 20264 holders, $429m45 holders, $56.5bn
Q2 20263 holders, $535m50 holders, $164bn
POWI

Power Integrations Inc

Holders
2
Reported value
$199m
Buyers
2
Sellers
0

Breadth +2 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only POWI (1)

Brevan Howard Capital Management LP

Only MU (27)

AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, and 2 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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