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MXL · 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.

MXLMU
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.
  • MXL
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterMXLMU
Q3 20201 holders, $16m34 holders, $8.6bn
Q4 20202 holders, $16m43 holders, $13.3bn
Q1 20211 holders, $13m38 holders, $13.5bn
Q2 20212 holders, $20m38 holders, $11.4bn
Q3 20211 holders, $17m28 holders, $8.6bn
Q4 20216 holders, $39m34 holders, $12.8bn
Q1 20224 holders, $33m32 holders, $10.8bn
Q2 202210 holders, $161m31 holders, $7.8bn
Q3 20228 holders, $150m36 holders, $7.1bn
Q4 20227 holders, $123m26 holders, $8.0bn
Q1 20237 holders, $127m28 holders, $10.0bn
Q2 20233 holders, $111m34 holders, $10.8bn
Q3 20233 holders, $22m33 holders, $11.6bn
Q4 20232 holders, $22m35 holders, $14.4bn
Q1 20243 holders, $26m45 holders, $19.9bn
Q2 20241 holders, $11m43 holders, $20.8bn
Q3 20243 holders, $26m39 holders, $12.9bn
Q4 20245 holders, $87m28 holders, $12.2bn
Q1 20253 holders, $28m28 holders, $13.8bn
Q2 20252 holders, $16m32 holders, $22.0bn
Q3 20252 holders, $15m36 holders, $29.9bn
Q4 20253 holders, $7.4m41 holders, $54.0bn
Q1 20263 holders, $41m45 holders, $56.5bn
Q2 202611 holders, $1.1bn50 holders, $164bn
MXL

Maxlinear Inc

Holders
11
Reported value
$1.1bn
Buyers
19
Sellers
19

Breadth 0 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 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MXL (0)

None.

Only MU (39)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, and 14 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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