- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 6 listed it in both
- Shares listed
- 18,514,877
- combined, among listed positions
- Reported value
- $431m
- combined, at the quarter end
Among the 95 comparable managers: 5 buyers (opened or added shares) and 5 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 Q3 2025
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Group Ltd | 7,661,937 | $178m | 0.08% | Trimmed | -326,459 | 14 Nov 2025 (the filing on sec.gov) |
| MFS Investment Management | 5,391,772 | $125m | under 0.1% | Added | +1,558,104 | 29 Oct 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 2,588,579 | $60m | 0.80% | Trimmed | -2,719,459 | 14 Nov 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 2,001,858 | $47m | under 0.1% | Trimmed | -279,322 | 13 Nov 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 526,619 | $12m | 0.12% | Trimmed | -35,455 | 12 Nov 2025 (the filing on sec.gov) |
| Element Capital Management LLC | 115,578 | $2.7m | 3.81% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 77,415 | $1.8m | under 0.1% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 76,119 | $1.8m | under 0.1% | Added | +18,889 | 12 Nov 2025 (the filing on sec.gov) |
| Davidson Kempner Capital Management LP | 75,000 | $1.7m | under 0.1% | New | new | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- MFS Investment Managementexisting position · 5,391,772 shares now+1,558,104
- Element Capital Management LLCnew position · 115,578 shares now+115,578
- Freestone Grove Partners LPnew position · 77,415 shares now+77,415
- Davidson Kempner Capital Management LPnew position · 75,000 shares now+75,000
- Polen Capital Management LLCexisting position · 76,119 shares now+18,889
Reductions
- Maverick Capital Ltdexisting position · 2,588,579 shares now-2,719,459
- Janus Henderson Group Ltdexisting position · 7,661,937 shares now-326,459
- Arrowstreet Capital LPexisting position · 2,001,858 shares now-279,322
- GAMCO Investors Incexisting position · 526,619 shares now-35,455
New positions and exits
New (3)
Exited (1)
- Soros Fund Management LLCwas $1.5m
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 →