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ALAB · 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.

ALABMU
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.
  • ALAB
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterALABMU
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 202415 holders, $1.5bn45 holders, $19.9bn
Q2 20248 holders, $1.6bn43 holders, $20.8bn
Q3 202411 holders, $1.5bn39 holders, $12.9bn
Q4 202419 holders, $5.4bn28 holders, $12.2bn
Q1 202515 holders, $2.5bn28 holders, $13.8bn
Q2 202523 holders, $3.7bn32 holders, $22.0bn
Q3 202521 holders, $7.5bn36 holders, $29.9bn
Q4 202519 holders, $6.1bn41 holders, $54.0bn
Q1 202613 holders, $3.9bn45 holders, $56.5bn
Q2 202624 holders, $18.9bn50 holders, $164bn
ALAB

Astera Labs Inc

Holders
21
Reported value
$7.5bn
Buyers
13
Sellers
10

Breadth +3 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
36
Reported value
$29.9bn
Buyers
22
Sellers
15

Breadth +7 among 95 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q3 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ALAB (5)

Baillie Gifford & Co, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, Walleye Capital LLC

Only MU (20)

Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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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