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SNDK · 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.

SNDKMU
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.
  • SNDK
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSNDKMU
Q3 2020none listed holders, n.a.34 holders, $8.6bn
Q4 2020none listed holders, n.a.43 holders, $13.3bn
Q1 2021none listed holders, n.a.38 holders, $13.5bn
Q2 2021none listed holders, n.a.38 holders, $11.4bn
Q3 2021none listed holders, n.a.28 holders, $8.6bn
Q4 2021none listed holders, n.a.34 holders, $12.8bn
Q1 2022none listed holders, n.a.32 holders, $10.8bn
Q2 2022none listed holders, n.a.31 holders, $7.8bn
Q3 2022none listed holders, n.a.36 holders, $7.1bn
Q4 2022none listed holders, n.a.26 holders, $8.0bn
Q1 2023none listed holders, n.a.28 holders, $10.0bn
Q2 2023none listed holders, n.a.34 holders, $10.8bn
Q3 2023none listed holders, n.a.33 holders, $11.6bn
Q4 2023none listed holders, n.a.35 holders, $14.4bn
Q1 2024none listed holders, n.a.45 holders, $19.9bn
Q2 2024none listed holders, n.a.43 holders, $20.8bn
Q3 2024none listed holders, n.a.39 holders, $12.9bn
Q4 2024none listed holders, n.a.28 holders, $12.2bn
Q1 20257 holders, $1.3bn28 holders, $13.8bn
Q2 202514 holders, $1.6bn32 holders, $22.0bn
Q3 202519 holders, $4.2bn36 holders, $29.9bn
Q4 202527 holders, $9.8bn41 holders, $54.0bn
Q1 202638 holders, $19.8bn45 holders, $56.5bn
Q2 202641 holders, $55.4bn50 holders, $164bn
SNDK

SanDisk Corp

Holders
41
Reported value
$55.4bn
Buyers
18
Sellers
29

Breadth -11 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP
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 56 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP

Only SNDK (6)

ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Polen Capital Management LLC, Whale Rock Capital Management LLC

Only MU (15)

Altimeter Capital Management LP, Appaloosa LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Harris Associates LP, Quantbot Technologies LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soros Fund Management LLC

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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