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LSCC · 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.

LSCCMU
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.
  • LSCC
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterLSCCMU
Q3 20208 holders, $1.3bn34 holders, $8.6bn
Q4 20208 holders, $2.0bn43 holders, $13.3bn
Q1 20217 holders, $2.0bn38 holders, $13.5bn
Q2 20216 holders, $2.3bn38 holders, $11.4bn
Q3 20218 holders, $2.6bn28 holders, $8.6bn
Q4 20218 holders, $2.8bn34 holders, $12.8bn
Q1 202212 holders, $2.3bn32 holders, $10.8bn
Q2 202213 holders, $2.0bn31 holders, $7.8bn
Q3 202216 holders, $1.4bn36 holders, $7.1bn
Q4 202215 holders, $2.3bn26 holders, $8.0bn
Q1 202319 holders, $3.6bn28 holders, $10.0bn
Q2 202319 holders, $4.0bn34 holders, $10.8bn
Q3 202315 holders, $3.6bn33 holders, $11.6bn
Q4 202313 holders, $2.4bn35 holders, $14.4bn
Q1 202414 holders, $2.8bn45 holders, $19.9bn
Q2 20248 holders, $931m43 holders, $20.8bn
Q3 202414 holders, $1.1bn39 holders, $12.9bn
Q4 202411 holders, $1.4bn28 holders, $12.2bn
Q1 20259 holders, $1.3bn28 holders, $13.8bn
Q2 20258 holders, $1.6bn32 holders, $22.0bn
Q3 202511 holders, $3.0bn36 holders, $29.9bn
Q4 20258 holders, $2.9bn41 holders, $54.0bn
Q1 202611 holders, $3.4bn45 holders, $56.5bn
Q2 202617 holders, $5.6bn50 holders, $164bn
LSCC

Lattice Semiconductor Corp

Holders
17
Reported value
$5.6bn
Buyers
24
Sellers
11

Breadth +13 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 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LSCC (4)

D1 Capital Partners LP, ExodusPoint Capital Management LP, Moore Capital Management LP, Polen Capital Management LLC

Only MU (37)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, and 12 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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