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SYNA · 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.

SYNAMU
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.
  • SYNA
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterSYNAMU
Q3 20209 holders, $612m34 holders, $8.6bn
Q4 20206 holders, $594m43 holders, $13.3bn
Q1 20215 holders, $1.1bn38 holders, $13.5bn
Q2 20215 holders, $1.4bn38 holders, $11.4bn
Q3 20216 holders, $1.9bn28 holders, $8.6bn
Q4 20216 holders, $3.3bn34 holders, $12.8bn
Q1 20227 holders, $2.3bn32 holders, $10.8bn
Q2 202213 holders, $1.4bn31 holders, $7.8bn
Q3 202210 holders, $1.0bn36 holders, $7.1bn
Q4 202211 holders, $562m26 holders, $8.0bn
Q1 202312 holders, $596m28 holders, $10.0bn
Q2 20238 holders, $253m34 holders, $10.8bn
Q3 20238 holders, $326m33 holders, $11.6bn
Q4 20235 holders, $358m35 holders, $14.4bn
Q1 20244 holders, $156m45 holders, $19.9bn
Q2 20244 holders, $207m43 holders, $20.8bn
Q3 20245 holders, $129m39 holders, $12.9bn
Q4 20245 holders, $31m28 holders, $12.2bn
Q1 20253 holders, $43m28 holders, $13.8bn
Q2 2025none listed holders, n.a.32 holders, $22.0bn
Q3 20252 holders, $11m36 holders, $29.9bn
Q4 2025none listed holders, n.a.41 holders, $54.0bn
Q1 20262 holders, $21m45 holders, $56.5bn
Q2 20263 holders, $36m50 holders, $164bn
SYNA

Synaptics Inc

Holders
3
Reported value
$36m
Buyers
15
Sellers
13

Breadth +2 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 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SYNA (2)

ExodusPoint Capital Management LP, First Eagle Investment Management LLC

Only MU (49)

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 24 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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