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KLIC · 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.

KLICMU
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.
  • KLIC
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterKLICMU
Q3 20204 holders, $81m34 holders, $8.6bn
Q4 20205 holders, $132m43 holders, $13.3bn
Q1 20218 holders, $223m38 holders, $13.5bn
Q2 20215 holders, $144m38 holders, $11.4bn
Q3 20218 holders, $160m28 holders, $8.6bn
Q4 20217 holders, $162m34 holders, $12.8bn
Q1 20225 holders, $99m32 holders, $10.8bn
Q2 20225 holders, $82m31 holders, $7.8bn
Q3 20223 holders, $4.6m36 holders, $7.1bn
Q4 20225 holders, $101m26 holders, $8.0bn
Q1 20239 holders, $189m28 holders, $10.0bn
Q2 20236 holders, $149m34 holders, $10.8bn
Q3 20233 holders, $15m33 holders, $11.6bn
Q4 20234 holders, $15m35 holders, $14.4bn
Q1 20244 holders, $14m45 holders, $19.9bn
Q2 20244 holders, $18m43 holders, $20.8bn
Q3 20243 holders, $19m39 holders, $12.9bn
Q4 20244 holders, $44m28 holders, $12.2bn
Q1 20254 holders, $23m28 holders, $13.8bn
Q2 20255 holders, $56m32 holders, $22.0bn
Q3 20253 holders, $43m36 holders, $29.9bn
Q4 20255 holders, $106m41 holders, $54.0bn
Q1 20264 holders, $155m45 holders, $56.5bn
Q2 20269 holders, $269m50 holders, $164bn
KLIC

Kulicke & Soffa Inds Inc

Holders
9
Reported value
$269m
Buyers
17
Sellers
16

Breadth +1 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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KLIC (2)

Freestone Grove Partners LP, PDT Partners LLC

Only MU (43)

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, 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, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, and 18 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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