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TER · 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.

TERMU
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.
  • TER
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterTERMU
Q3 202027 holders, $2.4bn34 holders, $8.6bn
Q4 202019 holders, $2.8bn43 holders, $13.3bn
Q1 202120 holders, $2.5bn38 holders, $13.5bn
Q2 202119 holders, $3.2bn38 holders, $11.4bn
Q3 202126 holders, $2.8bn28 holders, $8.6bn
Q4 202118 holders, $4.5bn34 holders, $12.8bn
Q1 202218 holders, $3.0bn32 holders, $10.8bn
Q2 202214 holders, $2.4bn31 holders, $7.8bn
Q3 202222 holders, $2.1bn36 holders, $7.1bn
Q4 202217 holders, $2.2bn26 holders, $8.0bn
Q1 202318 holders, $2.7bn28 holders, $10.0bn
Q2 202321 holders, $2.8bn34 holders, $10.8bn
Q3 202320 holders, $2.5bn33 holders, $11.6bn
Q4 202315 holders, $2.4bn35 holders, $14.4bn
Q1 202414 holders, $2.8bn45 holders, $19.9bn
Q2 202414 holders, $3.6bn43 holders, $20.8bn
Q3 202413 holders, $2.9bn39 holders, $12.9bn
Q4 202412 holders, $2.4bn28 holders, $12.2bn
Q1 202514 holders, $1.2bn28 holders, $13.8bn
Q2 202521 holders, $1.5bn32 holders, $22.0bn
Q3 202521 holders, $3.1bn36 holders, $29.9bn
Q4 202527 holders, $3.9bn41 holders, $54.0bn
Q1 202635 holders, $7.0bn45 holders, $56.5bn
Q2 202629 holders, $10.4bn50 holders, $164bn
TER

Teradyne Inc

Holders
35
Reported value
$7.0bn
Buyers
22
Sellers
20

Breadth +2 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TER (6)

ARK Investment Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Holocene Advisors LP, Lone Pine Capital LLC, MFS Investment Management

Only MU (16)

Appaloosa LP, Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd

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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