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SITM · 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.

SITMMU
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.
  • SITM
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSITMMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 20211 holders, $727k38 holders, $13.5bn
Q2 20211 holders, $3.1m38 holders, $11.4bn
Q3 20212 holders, $13m28 holders, $8.6bn
Q4 20215 holders, $529m34 holders, $12.8bn
Q1 20222 holders, $563m32 holders, $10.8bn
Q2 20225 holders, $402m31 holders, $7.8bn
Q3 20225 holders, $61m36 holders, $7.1bn
Q4 20224 holders, $85m26 holders, $8.0bn
Q1 20236 holders, $477m28 holders, $10.0bn
Q2 20237 holders, $78m34 holders, $10.8bn
Q3 20235 holders, $67m33 holders, $11.6bn
Q4 20234 holders, $69m35 holders, $14.4bn
Q1 20243 holders, $26m45 holders, $19.9bn
Q2 20242 holders, $7.3m43 holders, $20.8bn
Q3 20243 holders, $626m39 holders, $12.9bn
Q4 20244 holders, $776m28 holders, $12.2bn
Q1 20255 holders, $611m28 holders, $13.8bn
Q2 20256 holders, $951m32 holders, $22.0bn
Q3 20256 holders, $1.6bn36 holders, $29.9bn
Q4 20256 holders, $1.9bn41 holders, $54.0bn
Q1 202610 holders, $2.0bn45 holders, $56.5bn
Q2 202620 holders, $5.0bn50 holders, $164bn
SITM

Sitime Corp

Holders
20
Reported value
$5.0bn
Buyers
26
Sellers
14

Breadth +12 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 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SITM (3)

Freestone Grove Partners LP, Polen Capital Management LLC, Whale Rock Capital Management LLC

Only MU (33)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 8 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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