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SNDK · 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.

SNDKMU
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.
  • SNDK
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSNDKMU
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 2024none listed holders, n.a.39 holders, $12.9bn
Q4 2024none listed holders, n.a.28 holders, $12.2bn
Q1 20257 holders, $1.3bn28 holders, $13.8bn
Q2 202514 holders, $1.6bn32 holders, $22.0bn
Q3 202519 holders, $4.2bn36 holders, $29.9bn
Q4 202527 holders, $9.8bn41 holders, $54.0bn
Q1 202638 holders, $19.8bn45 holders, $56.5bn
Q2 202641 holders, $55.4bn50 holders, $164bn
SNDK

SanDisk Corp

Holders
14
Reported value
$1.6bn
Buyers
11
Sellers
2

Breadth +9 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SNDK (7)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Elliott Investment Management LP, Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Soros Fund Management LLC

Only MU (25)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management 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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