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AMBA · 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.

AMBAMU
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.
  • AMBA
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterAMBAMU
Q3 202012 holders, $258m34 holders, $8.6bn
Q4 202012 holders, $382m43 holders, $13.3bn
Q1 202113 holders, $312m38 holders, $13.5bn
Q2 202110 holders, $312m38 holders, $11.4bn
Q3 202112 holders, $597m28 holders, $8.6bn
Q4 202114 holders, $914m34 holders, $12.8bn
Q1 20228 holders, $365m32 holders, $10.8bn
Q2 20228 holders, $194m31 holders, $7.8bn
Q3 20229 holders, $196m36 holders, $7.1bn
Q4 202210 holders, $335m26 holders, $8.0bn
Q1 20239 holders, $269m28 holders, $10.0bn
Q2 20238 holders, $308m34 holders, $10.8bn
Q3 202311 holders, $277m33 holders, $11.6bn
Q4 20239 holders, $249m35 holders, $14.4bn
Q1 20248 holders, $93m45 holders, $19.9bn
Q2 202411 holders, $149m43 holders, $20.8bn
Q3 20243 holders, $99m39 holders, $12.9bn
Q4 20246 holders, $258m28 holders, $12.2bn
Q1 20253 holders, $43m28 holders, $13.8bn
Q2 20255 holders, $82m32 holders, $22.0bn
Q3 20252 holders, $61m36 holders, $29.9bn
Q4 20253 holders, $118m41 holders, $54.0bn
Q1 20262 holders, $29m45 holders, $56.5bn
Q2 20263 holders, $230m50 holders, $164bn
AMBA

Ambarella Inc

Holders
3
Reported value
$230m
Buyers
8
Sellers
18

Breadth -10 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors
MU

Micron Technology Inc

Holders
50
Reported value
$164bn
Buyers
19
Sellers
34

Breadth -15 among 91 comparable managers.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2026

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMBA (0)

None.

Only MU (47)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, and 22 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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