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IPGP · 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.

IPGPMU
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.
  • IPGP
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterIPGPMU
Q3 20209 holders, $1.2bn34 holders, $8.6bn
Q4 202014 holders, $1.8bn43 holders, $13.3bn
Q1 20219 holders, $1.7bn38 holders, $13.5bn
Q2 20219 holders, $1.7bn38 holders, $11.4bn
Q3 202111 holders, $1.2bn28 holders, $8.6bn
Q4 202110 holders, $1.4bn34 holders, $12.8bn
Q1 202215 holders, $897m32 holders, $10.8bn
Q2 202215 holders, $574m31 holders, $7.8bn
Q3 202214 holders, $543m36 holders, $7.1bn
Q4 202211 holders, $576m26 holders, $8.0bn
Q1 202310 holders, $739m28 holders, $10.0bn
Q2 20235 holders, $749m34 holders, $10.8bn
Q3 20238 holders, $605m33 holders, $11.6bn
Q4 202310 holders, $644m35 holders, $14.4bn
Q1 20245 holders, $431m45 holders, $19.9bn
Q2 20246 holders, $397m43 holders, $20.8bn
Q3 20246 holders, $362m39 holders, $12.9bn
Q4 20244 holders, $357m28 holders, $12.2bn
Q1 20256 holders, $407m28 holders, $13.8bn
Q2 20256 holders, $545m32 holders, $22.0bn
Q3 20255 holders, $549m36 holders, $29.9bn
Q4 20255 holders, $499m41 holders, $54.0bn
Q1 20263 holders, $654m45 holders, $56.5bn
Q2 20263 holders, $525m50 holders, $164bn
IPGP

Ipg Photonics Corp

Holders
5
Reported value
$549m
Buyers
2
Sellers
3

Breadth -1 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IPGP (2)

Baillie Gifford & Co, First Eagle Investment Management LLC

Only MU (33)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 8 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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