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SMCI · 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.

SMCIMU
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.
  • SMCI
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSMCIMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 2021none listed holders, n.a.34 holders, $12.8bn
Q1 2022none listed holders, n.a.32 holders, $10.8bn
Q2 2022none listed holders, n.a.31 holders, $7.8bn
Q3 2022none listed holders, n.a.36 holders, $7.1bn
Q4 2022none listed holders, n.a.26 holders, $8.0bn
Q1 2023none listed holders, n.a.28 holders, $10.0bn
Q2 2023none listed holders, n.a.34 holders, $10.8bn
Q3 2023none listed holders, n.a.33 holders, $11.6bn
Q4 2023none listed holders, n.a.35 holders, $14.4bn
Q1 2024none listed holders, n.a.45 holders, $19.9bn
Q2 2024none listed holders, n.a.43 holders, $20.8bn
Q3 20241 holders, $21m39 holders, $12.9bn
Q4 202414 holders, $774m28 holders, $12.2bn
Q1 20255 holders, $342m28 holders, $13.8bn
Q2 20257 holders, $851m32 holders, $22.0bn
Q3 20258 holders, $1.0bn36 holders, $29.9bn
Q4 20254 holders, $205m41 holders, $54.0bn
Q1 20263 holders, $182m45 holders, $56.5bn
Q2 202610 holders, $1.8bn50 holders, $164bn
SMCI

Super Micro Computer Inc

Holders
7
Reported value
$851m
Buyers
7
Sellers
1

Breadth +6 among 95 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMCI (3)

Bridgewater Associates LP, Point72 Asset Management LP, Whale Rock Capital Management LLC

Only MU (28)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, and 3 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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