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SMTC · 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.

SMTCMU
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.
  • SMTC
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSMTCMU
Q3 20203 holders, $342m34 holders, $8.6bn
Q4 20207 holders, $927m43 holders, $13.3bn
Q1 20218 holders, $842m38 holders, $13.5bn
Q2 20218 holders, $302m38 holders, $11.4bn
Q3 20216 holders, $462m28 holders, $8.6bn
Q4 20217 holders, $503m34 holders, $12.8bn
Q1 202212 holders, $340m32 holders, $10.8bn
Q2 20228 holders, $246m31 holders, $7.8bn
Q3 202212 holders, $195m36 holders, $7.1bn
Q4 202213 holders, $209m26 holders, $8.0bn
Q1 202310 holders, $94m28 holders, $10.0bn
Q2 20237 holders, $201m34 holders, $10.8bn
Q3 20239 holders, $255m33 holders, $11.6bn
Q4 20239 holders, $224m35 holders, $14.4bn
Q1 20249 holders, $280m45 holders, $19.9bn
Q2 202411 holders, $535m43 holders, $20.8bn
Q3 20249 holders, $597m39 holders, $12.9bn
Q4 202414 holders, $935m28 holders, $12.2bn
Q1 202512 holders, $575m28 holders, $13.8bn
Q2 202512 holders, $829m32 holders, $22.0bn
Q3 202511 holders, $1.2bn36 holders, $29.9bn
Q4 202513 holders, $1.3bn41 holders, $54.0bn
Q1 202615 holders, $1.2bn45 holders, $56.5bn
Q2 202621 holders, $2.7bn50 holders, $164bn
SMTC

Semtech Corp

Holders
21
Reported value
$2.7bn
Buyers
24
Sellers
17

Breadth +7 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 SMTC (3)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, Polen Capital Management LLC

Only MU (32)

Acadian Asset Management LLC, 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, 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, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Rokos Capital Management LLP, and 7 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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