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ENTG · 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.

ENTGMU
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.
  • ENTG
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterENTGMU
Q3 202012 holders, $2.2bn34 holders, $8.6bn
Q4 202015 holders, $2.7bn43 holders, $13.3bn
Q1 202111 holders, $3.1bn38 holders, $13.5bn
Q2 202112 holders, $3.5bn38 holders, $11.4bn
Q3 202112 holders, $3.6bn28 holders, $8.6bn
Q4 202113 holders, $3.7bn34 holders, $12.8bn
Q1 202214 holders, $3.0bn32 holders, $10.8bn
Q2 202213 holders, $2.2bn31 holders, $7.8bn
Q3 202213 holders, $2.0bn36 holders, $7.1bn
Q4 202212 holders, $1.5bn26 holders, $8.0bn
Q1 202310 holders, $1.8bn28 holders, $10.0bn
Q2 202315 holders, $2.4bn34 holders, $10.8bn
Q3 202315 holders, $1.9bn33 holders, $11.6bn
Q4 202318 holders, $3.1bn35 holders, $14.4bn
Q1 202416 holders, $3.5bn45 holders, $19.9bn
Q2 202416 holders, $2.7bn43 holders, $20.8bn
Q3 202411 holders, $1.7bn39 holders, $12.9bn
Q4 202412 holders, $1.9bn28 holders, $12.2bn
Q1 202511 holders, $2.2bn28 holders, $13.8bn
Q2 202512 holders, $2.5bn32 holders, $22.0bn
Q3 202510 holders, $3.0bn36 holders, $29.9bn
Q4 202512 holders, $2.8bn41 holders, $54.0bn
Q1 202617 holders, $4.2bn45 holders, $56.5bn
Q2 202615 holders, $6.2bn50 holders, $164bn
ENTG

Entegris Inc

Holders
17
Reported value
$4.2bn
Buyers
20
Sellers
17

Breadth +3 among 91 comparable managers.

MaterialsAI 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 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ENTG (8)

Durable Capital Partners LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Lone Pine Capital LLC, Maverick Capital Ltd, MFS Investment Management

Only MU (36)

Acadian Asset Management LLC, AllianceBernstein LP, 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, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, and 11 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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