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LRCX · 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.

LRCXMU
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.
  • LRCX
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterLRCXMU
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 2024none listed holders, n.a.43 holders, $20.8bn
Q3 20242 holders, $624m39 holders, $12.9bn
Q4 202441 holders, $9.6bn28 holders, $12.2bn
Q1 202540 holders, $9.3bn28 holders, $13.8bn
Q2 202535 holders, $11.4bn32 holders, $22.0bn
Q3 202540 holders, $17.6bn36 holders, $29.9bn
Q4 202537 holders, $29.2bn41 holders, $54.0bn
Q1 202643 holders, $36.2bn45 holders, $56.5bn
Q2 202645 holders, $73.9bn50 holders, $164bn
LRCX

Lam Research Corp

Holders
43
Reported value
$36.2bn
Buyers
26
Sellers
26

Breadth 0 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · 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 55 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (33)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

Only LRCX (10)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Third Point LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC

Only MU (12)

Capital World Investors, Davidson Kempner Capital Management LP, Element Capital Management LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Walleye Capital LLC, Wellington Management Group LLP

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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