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APH · 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.

APHMU
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.
  • APH
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAPHMU
Q3 202023 holders, $6.5bn34 holders, $8.6bn
Q4 202020 holders, $7.3bn43 holders, $13.3bn
Q1 202118 holders, $7.9bn38 holders, $13.5bn
Q2 202119 holders, $7.8bn38 holders, $11.4bn
Q3 202114 holders, $9.0bn28 holders, $8.6bn
Q4 202112 holders, $10.8bn34 holders, $12.8bn
Q1 202222 holders, $9.1bn32 holders, $10.8bn
Q2 202221 holders, $7.7bn31 holders, $7.8bn
Q3 202219 holders, $7.2bn36 holders, $7.1bn
Q4 202218 holders, $8.3bn26 holders, $8.0bn
Q1 202317 holders, $9.1bn28 holders, $10.0bn
Q2 202318 holders, $9.9bn34 holders, $10.8bn
Q3 202317 holders, $9.6bn33 holders, $11.6bn
Q4 202316 holders, $12.1bn35 holders, $14.4bn
Q1 202418 holders, $14.1bn45 holders, $19.9bn
Q2 202430 holders, $17.0bn43 holders, $20.8bn
Q3 202431 holders, $15.9bn39 holders, $12.9bn
Q4 202431 holders, $17.5bn28 holders, $12.2bn
Q1 202524 holders, $15.4bn28 holders, $13.8bn
Q2 202532 holders, $25.2bn32 holders, $22.0bn
Q3 202534 holders, $31.4bn36 holders, $29.9bn
Q4 202532 holders, $31.3bn41 holders, $54.0bn
Q1 202631 holders, $28.5bn45 holders, $56.5bn
Q2 202634 holders, $38.7bn50 holders, $164bn
APH

Amphenol Corp

Holders
31
Reported value
$28.5bn
Buyers
25
Sellers
22

Breadth +3 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
MU

Micron Technology Inc

Holders
45
Reported value
$56.5bn
Buyers
28
Sellers
19

Breadth +9 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q1 2026

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only APH (6)

Egerton Capital UK LLP, GAMCO Investors Inc, Lone Pine Capital LLC, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC

Only MU (20)

Appaloosa LP, Artisan Partners LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC

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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