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LITE · 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.

LITEMU
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.
  • LITE
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterLITEMU
Q3 202012 holders, $1.4bn34 holders, $8.6bn
Q4 202013 holders, $1.5bn43 holders, $13.3bn
Q1 20218 holders, $1.3bn38 holders, $13.5bn
Q2 202110 holders, $1.3bn38 holders, $11.4bn
Q3 20219 holders, $1.4bn28 holders, $8.6bn
Q4 20219 holders, $1.8bn34 holders, $12.8bn
Q1 20228 holders, $1.5bn32 holders, $10.8bn
Q2 20227 holders, $1.3bn31 holders, $7.8bn
Q3 20229 holders, $1.0bn36 holders, $7.1bn
Q4 202210 holders, $603m26 holders, $8.0bn
Q1 202311 holders, $611m28 holders, $10.0bn
Q2 202313 holders, $1.0bn34 holders, $10.8bn
Q3 20239 holders, $716m33 holders, $11.6bn
Q4 20239 holders, $931m35 holders, $14.4bn
Q1 20249 holders, $1.0bn45 holders, $19.9bn
Q2 202413 holders, $1.2bn43 holders, $20.8bn
Q3 202413 holders, $1.7bn39 holders, $12.9bn
Q4 202421 holders, $2.2bn28 holders, $12.2bn
Q1 202514 holders, $1.4bn28 holders, $13.8bn
Q2 202516 holders, $2.1bn32 holders, $22.0bn
Q3 202521 holders, $3.7bn36 holders, $29.9bn
Q4 202527 holders, $8.4bn41 holders, $54.0bn
Q1 202634 holders, $11.5bn45 holders, $56.5bn
Q2 202633 holders, $13.3bn50 holders, $164bn
LITE

Lumentum HLDGS Inc

Holders
33
Reported value
$13.3bn
Buyers
20
Sellers
27

Breadth -7 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · 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 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LITE (4)

Freestone Grove Partners LP, Hudson Bay Capital Management LP, Polen Capital Management LLC, Steadfast Capital Management LP

Only MU (21)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, 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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