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NXT · 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.

NXTMU
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.
  • NXT
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterNXTMU
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 20236 holders, $52m28 holders, $10.0bn
Q2 20237 holders, $52m34 holders, $10.8bn
Q3 20236 holders, $127m33 holders, $11.6bn
Q4 20236 holders, $169m35 holders, $14.4bn
Q1 202414 holders, $1.9bn45 holders, $19.9bn
Q2 202413 holders, $1.2bn43 holders, $20.8bn
Q3 20247 holders, $351m39 holders, $12.9bn
Q4 20248 holders, $371m28 holders, $12.2bn
Q1 20257 holders, $519m28 holders, $13.8bn
Q2 202512 holders, $596m32 holders, $22.0bn
Q3 20259 holders, $683m36 holders, $29.9bn
Q4 202510 holders, $2.3bn41 holders, $54.0bn
Q1 202612 holders, $4.3bn45 holders, $56.5bn
Q2 202617 holders, $4.3bn50 holders, $164bn
NXT

Nextracker Inc

Holders
12
Reported value
$4.3bn
Buyers
14
Sellers
17

Breadth -3 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 NXT (1)

Baillie Gifford & Co

Only MU (34)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, and 9 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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