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CRWV · 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.

CRWVMU
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.
  • CRWV
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterCRWVMU
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 2024none listed holders, n.a.39 holders, $12.9bn
Q4 2024none listed holders, n.a.28 holders, $12.2bn
Q1 202513 holders, $2.3bn28 holders, $13.8bn
Q2 202510 holders, $8.1bn32 holders, $22.0bn
Q3 202522 holders, $7.3bn36 holders, $29.9bn
Q4 20257 holders, $1.4bn41 holders, $54.0bn
Q1 202613 holders, $1.5bn45 holders, $56.5bn
Q2 202620 holders, $4.5bn50 holders, $164bn
CRWV

Coreweave Inc

Holders
20
Reported value
$4.5bn
Buyers
28
Sellers
14

Breadth +14 among 91 comparable managers.

Software and IT servicesAI infrastructure and semiconductors · L3VLUPCloud and enterprise software · L3VLUPPrepackaged software
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 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CRWV (3)

ARK Investment Management LLC, D1 Capital Partners LP, Freestone Grove Partners LP

Only MU (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, 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 8 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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