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AMD · 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.

AMDMU
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.
  • AMD
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAMDMU
Q3 202034 holders, $19.9bn34 holders, $8.6bn
Q4 202034 holders, $23.7bn43 holders, $13.3bn
Q1 202134 holders, $18.9bn38 holders, $13.5bn
Q2 202133 holders, $20.5bn38 holders, $11.4bn
Q3 202131 holders, $22.0bn28 holders, $8.6bn
Q4 202137 holders, $29.0bn34 holders, $12.8bn
Q1 202236 holders, $23.1bn32 holders, $10.8bn
Q2 202234 holders, $15.9bn31 holders, $7.8bn
Q3 202237 holders, $12.9bn36 holders, $7.1bn
Q4 202238 holders, $13.6bn26 holders, $8.0bn
Q1 202333 holders, $21.9bn28 holders, $10.0bn
Q2 202342 holders, $24.3bn34 holders, $10.8bn
Q3 202339 holders, $18.6bn33 holders, $11.6bn
Q4 202340 holders, $28.6bn35 holders, $14.4bn
Q1 202439 holders, $27.7bn45 holders, $19.9bn
Q2 202442 holders, $22.4bn43 holders, $20.8bn
Q3 202438 holders, $22.6bn39 holders, $12.9bn
Q4 202437 holders, $11.7bn28 holders, $12.2bn
Q1 202535 holders, $9.4bn28 holders, $13.8bn
Q2 202536 holders, $14.4bn32 holders, $22.0bn
Q3 202544 holders, $15.9bn36 holders, $29.9bn
Q4 202547 holders, $32.5bn41 holders, $54.0bn
Q1 202643 holders, $28.9bn45 holders, $56.5bn
Q2 202657 holders, $98.0bn50 holders, $164bn
AMD

Advanced Micro Devices Inc

Holders
36
Reported value
$14.4bn
Buyers
23
Sellers
15

Breadth +8 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
32
Reported value
$22.0bn
Buyers
23
Sellers
10

Breadth +13 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2025

Among the 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMD (16)

ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Coatue Management LLC, Eisler Capital Management Ltd, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Light Street Capital Management LLC, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Viking Global Investors LP, Walleye Capital LLC

Only MU (12)

Appaloosa LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd

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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