- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 4 listed it in both
- Shares listed
- 19,986,233
- combined, among listed positions
- Reported value
- $349m
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing MIR in Q4 2024
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Group Ltd | 8,330,495 | $145m | 0.07% | Added | +229,718 | 14 Feb 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 6,177,611 | $108m | 1.94% | Added | +5,994,184 | 14 Feb 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 4,214,921 | $74m | 0.06% | Added | n.a. | 12 Feb 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 599,634 | $10m | 0.11% | Trimmed | -35,136 | 13 Feb 2025 (the filing on sec.gov) |
| Discovery Capital Management LLC | 360,000 | $6.3m | 0.43% | New | new | 12 Feb 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 243,755 | $4.3m | under 0.1% | New | new | 13 Feb 2025 (the filing on sec.gov) |
| Moore Capital Management LP | 59,817 | $1.0m | under 0.1% | Trimmed | -538,353 | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Maverick Capital Ltdexisting position · 6,177,611 shares now+5,994,184
- Discovery Capital Management LLCnew position · 360,000 shares now+360,000
- Bridgewater Associates LPnew position · 243,755 shares now+243,755
- Janus Henderson Group Ltdexisting position · 8,330,495 shares now+229,718
Reductions
- Moore Capital Management LPexisting position · 59,817 shares now-538,353
- GAMCO Investors Incexisting position · 599,634 shares now-35,136
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 2 | $10m | n.a. | n.a. |
| Q1 2022 | 1 | $3.0m | n.a. | n.a. |
| Q2 2022 | 1 | $2.0m | n.a. | n.a. |
| Q3 2022 | 1 | $88m | n.a. | n.a. |
| Q4 2022 | 1 | $77m | n.a. | n.a. |
| Q1 2023 | 4 | $105m | n.a. | n.a. |
| Q2 2023 | 2 | $84m | n.a. | n.a. |
| Q3 2023 | 2 | $71m | n.a. | n.a. |
| Q4 2023 | 2 | $104m | 1 | 1 |
| Q1 2024 | 3 | $116m | 2 | 1 |
| Q2 2024 | 3 | $103m | 1 | 2 |
| Q3 2024 | 4 | $105m | 2 | 2 |
| Q4 2024 | 7 | $349m | 5 | 2 |
| Q1 2025 | 4 | $291m | 2 | 4 |
| Q2 2025 | 8 | $442m | 4 | 4 |
| Q3 2025 | 9 | $431m | 5 | 5 |
| Q4 2025 | 6 | $241m | 10 | 17 |
| Q1 2026 | 7 | $261m | 14 | 12 |
| Q2 2026 | 8 | $287m | 14 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
MIR and GE →MIR and LRCX →MIR and GEV →Choose a stock to compare with MIR →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own MIR, latest filings →Back to the 13F Explorer →