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ASML · 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.

ASMLMU
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.
  • ASML
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterASMLMU
Q3 202016 holders, $10.8bn34 holders, $8.6bn
Q4 202024 holders, $15.0bn43 holders, $13.3bn
Q1 202124 holders, $18.1bn38 holders, $13.5bn
Q2 202128 holders, $20.9bn38 holders, $11.4bn
Q3 202125 holders, $21.9bn28 holders, $8.6bn
Q4 202123 holders, $23.2bn34 holders, $12.8bn
Q1 202229 holders, $19.3bn32 holders, $10.8bn
Q2 202227 holders, $13.2bn31 holders, $7.8bn
Q3 202231 holders, $10.5bn36 holders, $7.1bn
Q4 202230 holders, $14.2bn26 holders, $8.0bn
Q1 202327 holders, $16.8bn28 holders, $10.0bn
Q2 202328 holders, $17.2bn34 holders, $10.8bn
Q3 202325 holders, $13.0bn33 holders, $11.6bn
Q4 202327 holders, $16.4bn35 holders, $14.4bn
Q1 202431 holders, $23.4bn45 holders, $19.9bn
Q2 202436 holders, $26.3bn43 holders, $20.8bn
Q3 202432 holders, $17.3bn39 holders, $12.9bn
Q4 202426 holders, $11.7bn28 holders, $12.2bn
Q1 202527 holders, $10.5bn28 holders, $13.8bn
Q2 202524 holders, $10.6bn32 holders, $22.0bn
Q3 202526 holders, $12.4bn36 holders, $29.9bn
Q4 202528 holders, $18.1bn41 holders, $54.0bn
Q1 202639 holders, $26.8bn45 holders, $56.5bn
Q2 202636 holders, $43.1bn50 holders, $164bn
ASML

Asml HLDG NV

Holders
36
Reported value
$43.1bn
Buyers
22
Sellers
27

Breadth -5 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP
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 57 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ASML (7)

ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Lone Pine Capital LLC, Moore Capital Management LP, Polen Capital Management LLC, Third Point LLC

Only MU (21)

Altimeter Capital Management LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, 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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