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SLAB · 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.

SLABMU
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.
  • SLAB
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSLABMU
Q3 202012 holders, $1.1bn34 holders, $8.6bn
Q4 20209 holders, $1.4bn43 holders, $13.3bn
Q1 20219 holders, $1.6bn38 holders, $13.5bn
Q2 20218 holders, $1.8bn38 holders, $11.4bn
Q3 20219 holders, $1.3bn28 holders, $8.6bn
Q4 20218 holders, $1.9bn34 holders, $12.8bn
Q1 202211 holders, $1.2bn32 holders, $10.8bn
Q2 20226 holders, $940m31 holders, $7.8bn
Q3 20225 holders, $786m36 holders, $7.1bn
Q4 20226 holders, $846m26 holders, $8.0bn
Q1 202311 holders, $1.2bn28 holders, $10.0bn
Q2 20236 holders, $937m34 holders, $10.8bn
Q3 20238 holders, $651m33 holders, $11.6bn
Q4 20235 holders, $761m35 holders, $14.4bn
Q1 20244 holders, $880m45 holders, $19.9bn
Q2 20244 holders, $686m43 holders, $20.8bn
Q3 20243 holders, $764m39 holders, $12.9bn
Q4 20243 holders, $873m28 holders, $12.2bn
Q1 20253 holders, $777m28 holders, $13.8bn
Q2 20257 holders, $1.0bn32 holders, $22.0bn
Q3 20255 holders, $895m36 holders, $29.9bn
Q4 20255 holders, $817m41 holders, $54.0bn
Q1 202612 holders, $670m45 holders, $56.5bn
Q2 202610 holders, $913m50 holders, $164bn
SLAB

Silicon Laboratories Inc

Holders
3
Reported value
$777m
Buyers
2
Sellers
1

Breadth +1 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SLAB (0)

None.

Only MU (25)

AllianceBernstein LP, Appaloosa LP, Balyasny Asset Management LLC, Capital World 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, 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, Tudor Investment Corp, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, 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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