Holders over time
- CRDO
- MU
| Quarter | CRDO | MU |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 34 holders, $8.6bn |
| Q4 2020 | none listed holders, n.a. | 43 holders, $13.3bn |
| Q1 2021 | none listed holders, n.a. | 38 holders, $13.5bn |
| Q2 2021 | none listed holders, n.a. | 38 holders, $11.4bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $8.6bn |
| Q4 2021 | none listed holders, n.a. | 34 holders, $12.8bn |
| Q1 2022 | 2 holders, $127m | 32 holders, $10.8bn |
| Q2 2022 | 2 holders, $117m | 31 holders, $7.8bn |
| Q3 2022 | 2 holders, $140m | 36 holders, $7.1bn |
| Q4 2022 | 5 holders, $184m | 26 holders, $8.0bn |
| Q1 2023 | 5 holders, $194m | 28 holders, $10.0bn |
| Q2 2023 | 6 holders, $344m | 34 holders, $10.8bn |
| Q3 2023 | 5 holders, $209m | 33 holders, $11.6bn |
| Q4 2023 | 9 holders, $287m | 35 holders, $14.4bn |
| Q1 2024 | 8 holders, $297m | 45 holders, $19.9bn |
| Q2 2024 | 11 holders, $508m | 43 holders, $20.8bn |
| Q3 2024 | 10 holders, $519m | 39 holders, $12.9bn |
| Q4 2024 | 15 holders, $1.3bn | 28 holders, $12.2bn |
| Q1 2025 | 17 holders, $1.1bn | 28 holders, $13.8bn |
| Q2 2025 | 21 holders, $2.2bn | 32 holders, $22.0bn |
| Q3 2025 | 22 holders, $3.8bn | 36 holders, $29.9bn |
| Q4 2025 | 19 holders, $3.2bn | 41 holders, $54.0bn |
| Q1 2026 | 13 holders, $1.8bn | 45 holders, $56.5bn |
| Q2 2026 | 23 holders, $5.2bn | 50 holders, $164bn |
Credo Technology Group Holdi
- Holders
- 19
- Reported value
- $3.2bn
- Buyers
- 18
- Sellers
- 21
Breadth -3 among 92 comparable managers.
Micron Technology Inc
- Holders
- 41
- Reported value
- $54.0bn
- Buyers
- 21
- Sellers
- 23
Breadth -2 among 92 comparable managers.
Who holds both, Q4 2025
Both (16)
AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only CRDO (3)
Holocene Advisors LP, PDT Partners LLC, Polen Capital Management LLC
Only MU (25)
Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.