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SIMO · 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.

SIMOMU
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.
  • SIMO
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSIMOMU
Q3 20205 holders, $139m34 holders, $8.6bn
Q4 20207 holders, $188m43 holders, $13.3bn
Q1 20218 holders, $191m38 holders, $13.5bn
Q2 20216 holders, $302m38 holders, $11.4bn
Q3 20216 holders, $316m28 holders, $8.6bn
Q4 202110 holders, $540m34 holders, $12.8bn
Q1 20228 holders, $361m32 holders, $10.8bn
Q2 20227 holders, $486m31 holders, $7.8bn
Q3 20228 holders, $252m36 holders, $7.1bn
Q4 20228 holders, $172m26 holders, $8.0bn
Q1 20237 holders, $222m28 holders, $10.0bn
Q2 20239 holders, $337m34 holders, $10.8bn
Q3 20235 holders, $161m33 holders, $11.6bn
Q4 20237 holders, $111m35 holders, $14.4bn
Q1 20248 holders, $313m45 holders, $19.9bn
Q2 20248 holders, $343m43 holders, $20.8bn
Q3 20244 holders, $135m39 holders, $12.9bn
Q4 20242 holders, $92m28 holders, $12.2bn
Q1 20254 holders, $105m28 holders, $13.8bn
Q2 20254 holders, $245m32 holders, $22.0bn
Q3 20254 holders, $260m36 holders, $29.9bn
Q4 20255 holders, $215m41 holders, $54.0bn
Q1 20266 holders, $260m45 holders, $56.5bn
Q2 202612 holders, $2.3bn50 holders, $164bn
SIMO

Silicon Motion Technology Co

Holders
5
Reported value
$215m
Buyers
18
Sellers
6

Breadth +12 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
41
Reported value
$54.0bn
Buyers
21
Sellers
23

Breadth -2 among 92 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q4 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SIMO (1)

First Eagle Investment Management LLC

Only MU (37)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, and 12 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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