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UCTT · 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.

UCTTMU
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.
  • UCTT
  • MU
0204060202120222023202420252026
Holders and value by quarter
QuarterUCTTMU
Q3 20201 holders, $370k34 holders, $8.6bn
Q4 20201 holders, $1.2m43 holders, $13.3bn
Q1 20212 holders, $7.5m38 holders, $13.5bn
Q2 20213 holders, $8.0m38 holders, $11.4bn
Q3 20211 holders, $329k28 holders, $8.6bn
Q4 20211 holders, $637k34 holders, $12.8bn
Q1 20222 holders, $4.7m32 holders, $10.8bn
Q2 20222 holders, $5.8m31 holders, $7.8bn
Q3 20221 holders, $3.4m36 holders, $7.1bn
Q4 20221 holders, $5.3m26 holders, $8.0bn
Q1 20233 holders, $38m28 holders, $10.0bn
Q2 20233 holders, $42m34 holders, $10.8bn
Q3 20233 holders, $37m33 holders, $11.6bn
Q4 20233 holders, $50m35 holders, $14.4bn
Q1 20243 holders, $49m45 holders, $19.9bn
Q2 20242 holders, $18m43 holders, $20.8bn
Q3 20243 holders, $17m39 holders, $12.9bn
Q4 20241 holders, $14m28 holders, $12.2bn
Q1 20251 holders, $8.7m28 holders, $13.8bn
Q2 20251 holders, $8.1m32 holders, $22.0bn
Q3 20251 holders, $11m36 holders, $29.9bn
Q4 20252 holders, $13m41 holders, $54.0bn
Q1 20265 holders, $110m45 holders, $56.5bn
Q2 202611 holders, $1.1bn50 holders, $164bn
UCTT

Ultra Clean HLDGS Inc

Holders
11
Reported value
$1.1bn
Buyers
17
Sellers
17

Breadth 0 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 UCTT (2)

ExodusPoint Capital Management LP, First Eagle Investment Management LLC

Only MU (41)

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, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, and 16 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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