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MTSI · 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.

MTSIMU
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.
  • MTSI
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMTSIMU
Q3 20206 holders, $285m34 holders, $8.6bn
Q4 20207 holders, $447m43 holders, $13.3bn
Q1 20215 holders, $401m38 holders, $13.5bn
Q2 20217 holders, $509m38 holders, $11.4bn
Q3 20218 holders, $558m28 holders, $8.6bn
Q4 20218 holders, $647m34 holders, $12.8bn
Q1 20229 holders, $495m32 holders, $10.8bn
Q2 202210 holders, $397m31 holders, $7.8bn
Q3 20227 holders, $460m36 holders, $7.1bn
Q4 20226 holders, $642m26 holders, $8.0bn
Q1 20238 holders, $742m28 holders, $10.0bn
Q2 20235 holders, $444m34 holders, $10.8bn
Q3 20236 holders, $1.0bn33 holders, $11.6bn
Q4 20238 holders, $1.4bn35 holders, $14.4bn
Q1 202410 holders, $1.7bn45 holders, $19.9bn
Q2 202410 holders, $2.3bn43 holders, $20.8bn
Q3 202412 holders, $2.4bn39 holders, $12.9bn
Q4 202413 holders, $2.9bn28 holders, $12.2bn
Q1 202512 holders, $2.1bn28 holders, $13.8bn
Q2 202515 holders, $3.1bn32 holders, $22.0bn
Q3 202512 holders, $2.3bn36 holders, $29.9bn
Q4 202516 holders, $3.5bn41 holders, $54.0bn
Q1 202618 holders, $5.2bn45 holders, $56.5bn
Q2 202623 holders, $8.2bn50 holders, $164bn
MTSI

M/a-com Technology Solutions Holdings In

Holders
23
Reported value
$8.2bn
Buyers
18
Sellers
20

Breadth -2 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 MTSI (4)

ExodusPoint Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Whale Rock Capital Management LLC

Only MU (31)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 6 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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