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CLS · 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.

CLSMU
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.
  • CLS
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCLSMU
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 2024none listed holders, n.a.45 holders, $19.9bn
Q2 202413 holders, $1.7bn43 holders, $20.8bn
Q3 202410 holders, $773m39 holders, $12.9bn
Q4 202414 holders, $2.6bn28 holders, $12.2bn
Q1 202514 holders, $1.7bn28 holders, $13.8bn
Q2 202518 holders, $3.3bn32 holders, $22.0bn
Q3 202526 holders, $5.5bn36 holders, $29.9bn
Q4 202524 holders, $6.3bn41 holders, $54.0bn
Q1 202626 holders, $6.5bn45 holders, $56.5bn
Q2 202621 holders, $7.4bn50 holders, $164bn
CLS

Celestica Inc

Holders
26
Reported value
$6.5bn
Buyers
21
Sellers
22

Breadth -1 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 CLS (6)

D1 Capital Partners LP, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Viking Global Investors LP, Whale Rock Capital Management LLC

Only MU (25)

AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, 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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