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MX · 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.

MXMU
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.
  • MX
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMXMU
Q3 20204 holders, $73m34 holders, $8.6bn
Q4 20202 holders, $59m43 holders, $13.3bn
Q1 20216 holders, $108m38 holders, $13.5bn
Q2 20213 holders, $65m38 holders, $11.4bn
Q3 20212 holders, $37m28 holders, $8.6bn
Q4 20211 holders, $48m34 holders, $12.8bn
Q1 20221 holders, $39m32 holders, $10.8bn
Q2 20221 holders, $33m31 holders, $7.8bn
Q3 20221 holders, $24m36 holders, $7.1bn
Q4 20223 holders, $22m26 holders, $8.0bn
Q1 20233 holders, $22m28 holders, $10.0bn
Q2 20233 holders, $32m34 holders, $10.8bn
Q3 20233 holders, $24m33 holders, $11.6bn
Q4 20232 holders, $22m35 holders, $14.4bn
Q1 20241 holders, $16m45 holders, $19.9bn
Q2 20241 holders, $14m43 holders, $20.8bn
Q3 20241 holders, $13m39 holders, $12.9bn
Q4 20241 holders, $11m28 holders, $12.2bn
Q1 20251 holders, $9.8m28 holders, $13.8bn
Q2 20251 holders, $11m32 holders, $22.0bn
Q3 20251 holders, $8.9m36 holders, $29.9bn
Q4 20251 holders, $7.3m41 holders, $54.0bn
Q1 20261 holders, $8.0m45 holders, $56.5bn
Q2 20261 holders, $7.1m50 holders, $164bn
MX

Magnachip Semiconductor Corp

Holders
1
Reported value
$7.1m
Buyers
12
Sellers
3

Breadth +9 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only MX (1)

Oaktree Capital Management LP

Only MU (50)

Acadian Asset Management LLC, 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, Bridgewater Associates LP, Capital Research Global Investors, 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, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, and 25 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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