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CRDO · 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.

CRDOMU
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.
  • CRDO
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCRDOMU
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 20222 holders, $127m32 holders, $10.8bn
Q2 20222 holders, $117m31 holders, $7.8bn
Q3 20222 holders, $140m36 holders, $7.1bn
Q4 20225 holders, $184m26 holders, $8.0bn
Q1 20235 holders, $194m28 holders, $10.0bn
Q2 20236 holders, $344m34 holders, $10.8bn
Q3 20235 holders, $209m33 holders, $11.6bn
Q4 20239 holders, $287m35 holders, $14.4bn
Q1 20248 holders, $297m45 holders, $19.9bn
Q2 202411 holders, $508m43 holders, $20.8bn
Q3 202410 holders, $519m39 holders, $12.9bn
Q4 202415 holders, $1.3bn28 holders, $12.2bn
Q1 202517 holders, $1.1bn28 holders, $13.8bn
Q2 202521 holders, $2.2bn32 holders, $22.0bn
Q3 202522 holders, $3.8bn36 holders, $29.9bn
Q4 202519 holders, $3.2bn41 holders, $54.0bn
Q1 202613 holders, $1.8bn45 holders, $56.5bn
Q2 202623 holders, $5.2bn50 holders, $164bn
CRDO

Credo Technology Group Holdi

Holders
13
Reported value
$1.8bn
Buyers
16
Sellers
22

Breadth -6 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
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 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CRDO (1)

Oaktree Capital Management LP

Only MU (33)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, 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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