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TSEM · 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.

TSEMMU
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.
  • TSEM
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterTSEMMU
Q3 20203 holders, $163m34 holders, $8.6bn
Q4 20203 holders, $258m43 holders, $13.3bn
Q1 20213 holders, $276m38 holders, $13.5bn
Q2 20212 holders, $299m38 holders, $11.4bn
Q3 20212 holders, $336m28 holders, $8.6bn
Q4 20213 holders, $414m34 holders, $12.8bn
Q1 20228 holders, $332m32 holders, $10.8bn
Q2 20229 holders, $360m31 holders, $7.8bn
Q3 202210 holders, $286m36 holders, $7.1bn
Q4 20228 holders, $150m26 holders, $8.0bn
Q1 202313 holders, $222m28 holders, $10.0bn
Q2 202310 holders, $195m34 holders, $10.8bn
Q3 20236 holders, $107m33 holders, $11.6bn
Q4 20235 holders, $126m35 holders, $14.4bn
Q1 20243 holders, $14m45 holders, $19.9bn
Q2 20247 holders, $131m43 holders, $20.8bn
Q3 20247 holders, $226m39 holders, $12.9bn
Q4 20246 holders, $233m28 holders, $12.2bn
Q1 20255 holders, $278m28 holders, $13.8bn
Q2 20254 holders, $292m32 holders, $22.0bn
Q3 20255 holders, $418m36 holders, $29.9bn
Q4 202513 holders, $1.4bn41 holders, $54.0bn
Q1 202617 holders, $3.2bn45 holders, $56.5bn
Q2 202618 holders, $4.6bn50 holders, $164bn
TSEM

Tower Semiconducto

Holders
18
Reported value
$4.6bn
Buyers
22
Sellers
14

Breadth +8 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 TSEM (2)

ARK Investment Management LLC, ExodusPoint Capital Management LP

Only MU (34)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Point72 Asset Management LP, Rokos Capital Management LLP, Ruane Cunniff & Goldfarb LP, and 9 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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