13F ticker
MU
Summary
Fund evidence
2Q flow window
Rank
7
Managers
31
Net value
$50.6B
Conviction
0.157
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F
Latest institutional flows
2026 Q2 · 2-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.
| Rank | Ticker | Flow score | Flow managers | Adds / increases | Trims / exits | Net shares / units Δ | Value Δ · price-sensitive | Weighted flow |
|---|---|---|---|---|---|---|---|---|
| 7 | 43.6 | 35 | 33 | 24 | +11,547,918 | $50.6B | 0.157 |
Latest quarter
Fresh flow rows
| Ticker | State | Managers | Adds | Trims | Net value | Driver |
|---|---|---|---|---|---|---|
| MUSector: TechnologyIndustry: SemiconductorsOpen MU on Seeking Alpha in a new tab. | net_distribution | 35 | 15 | 17 | $44.0B | Situational Awareness LP |
Manager ledger
Who changed the position
| Manager | Lifecycle | Shares Δ | Value Δ | Weight | Evidence |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | BUILD | 2,559,300 | $16.6B | 2.4% | C |
| CITADEL ADVISORS LLC | BUILD | 3,838,300 | $12.9B | 1.7% | C |
| Situational Awareness LP | BUILD | 4,811,424 | $5.6B | 18.6% | A |
| Coatue Management | BUILD | 2,976,338 | $3.6B | 8.2% | A+ |
| MILLENNIUM MANAGEMENT LLC | BUILD | 1,004,400 | $2.6B | 1.0% | C |
| CITADEL ADVISORS LLC | BUILD | 4,435,300 | $2.1B | 0.7% | C |
| MARSHALL WACE, LLP | BUILD | 447,282 | $1.3B | 1.0% | C |
| CITADEL ADVISORS LLC | BUILD | 2,266,700 | $1.2B | 0.5% | C |
| CITADEL ADVISORS LLC | TRIM | -3,995,849 | -$859.7M | 0.2% | C |
| D. E. Shaw & Co., Inc. | TRIM | -261,100 | $767.1M | 0.5% | C |
| MILLENNIUM MANAGEMENT LLC | TRIM | -340,700 | $694.7M | 0.4% | C |
| D. E. Shaw & Co., Inc. | BUILD | 1,400 | $694.1M | 0.4% | C |
| CITADEL ADVISORS LLC | BUILD | 1,544,097 | $681.7M | 0.2% | C |
| Alyeska Investment Group, L.P. | INITIATION | 1,999,731 | $675.6M | 1.3% | C |
| Alyeska Investment Group, L.P. | TRIM | -1,973,774 | -$645.6M | 1.3% | C |
| SANDS CAPITAL MANAGEMENT, LLC | INITIATION | 526,810 | $608.1M | 2.0% | B |
| Situational Awareness LP | INITIATION | 1,727,700 | $583.7M | 3.6% | A |
| Situational Awareness LP | EXIT | -1,727,700 | -$583.7M | 1.9% | A |
| Atreides Management, LP | TRIM | -49,062 | $564.2M | 8.2% | A |
| Jericho Capital Asset Management L.P. | INITIATION | 466,943 | $539.0M | 4.1% | A+ |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | -1,951,406 | -$486.5M | 0.8% | C |
| Situational Awareness LP | EXIT | -1,250,000 | -$422.3M | 1.4% | A |
| Situational Awareness LP | INITIATION | 1,250,000 | $422.3M | 2.6% | A |
| Bridgewater Associates, LP | TRIM | -1,359,038 | -$363.9M | 1.7% | C |
| D. E. Shaw & Co., Inc. | TRIM | -2,889,703 | -$348.6M | 0.5% | C |
| Point72 Asset Management, L.P. | BUILD | 76,100 | $294.9M | 0.3% | C |
| D. E. Shaw & Co., Inc. | BUILD | 315,857 | $282.0M | 0.6% | C |
| Bridgewater Associates, LP | BUILD | 586,064 | $244.6M | 1.5% | C |
| Altimeter Capital Management, LP | INITIATION | 209,520 | $241.8M | 2.9% | B |
| MILLENNIUM MANAGEMENT LLC | BUILD | 511,679 | $230.2M | 0.2% | C |
| MILLENNIUM MANAGEMENT LLC | BUILD | 416,300 | $214.2M | 0.2% | C |
| Prime Capital Management | CORE | 0 | $206.2M | 23.2% | A |
| MILLENNIUM MANAGEMENT LLC | BUILD | 473,900 | $205.1M | 0.2% | C |
| Atreides Management, LP | EXIT | -700,000 | -$199.8M | 2.1% | A |
| MARSHALL WACE, LLP | BUILD | 100,200 | $175.0M | 0.1% | C |
| Point72 Asset Management, L.P. | TRIM | -255,874 | $168.0M | 0.3% | C |
| Point72 Asset Management, L.P. | TRIM | -44,200 | $166.7M | 0.2% | C |
| Rokos Capital Management LLP | TRIM | -588,000 | -$162.6M | 0.6% | C |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | -848,157 | -$128.7M | 1.0% | C |
| D. E. Shaw & Co., Inc. | TRIM | -632,700 | -$112.0M | 0.3% | C |
| NWI MANAGEMENT LP | TRIM | -9,600 | $106.5M | 5.1% | A |
| MARSHALL WACE, LLP | BUILD | 179,020 | $98.4M | 0.2% | C |
| Rokos Capital Management LLP | TRIM | -376,504 | -$97.4M | 0.5% | C |
| Tairen Capital Ltd | INITIATION | 261,307 | $88.3M | 5.7% | A |
| Prime Capital Management | INITIATION | 252,618 | $85.3M | 8.8% | A |
| Gotham Asset Management, LLC | TRIM | -117,355 | $64.2M | 0.3% | C |
| MARSHALL WACE, LLP | TRIM | -236,900 | -$63.8M | 0.1% | C |
| Coatue Management | INITIATION | 165,931 | $56.1M | 0.1% | A+ |
| MILLENNIUM MANAGEMENT LLC | TRIM | -1,087,952 | $54.7M | 0.2% | C |
| MAPLELANE CAPITAL, LLC | INITIATION | 62,955 | $53.2M | 1.1% | B |
| Tairen Capital Ltd | TRIM | -229,502 | -$51.6M | 5.3% | A |
| Governors Lane LP | INITIATION | 44,000 | $50.8M | 2.8% | B |
| MAPLELANE CAPITAL, LLC | EXIT | -146,000 | -$49.3M | 0.7% | B |
| MAPLELANE CAPITAL, LLC | INITIATION | 146,000 | $49.3M | 1.0% | B |
| Atreides Management, LP | BUILD | 21,510 | $46.0M | 2.8% | A |
| D. E. Shaw & Co., Inc. | TRIM | -28,300 | $36.4M | 0.1% | C |
| Avalon Global Asset Management LLC | EXIT | -100,000 | -$33.8M | 2.9% | A |
| Avalon Global Asset Management LLC | INITIATION | 100,000 | $33.8M | 3.7% | A |
| Rokos Capital Management LLP | EXIT | -100,000 | -$33.8M | 0.1% | C |
| Rokos Capital Management LLP | EXIT | -100,000 | -$33.8M | 0.1% | C |
| Point72 Asset Management, L.P. | TRIM | -218,383 | -$32.6M | 0.2% | C |
| Point72 Asset Management, L.P. | TRIM | -161,000 | -$32.0M | 0.1% | C |
| SOROS FUND MANAGEMENT LLC | BUILD | 19,598 | $24.9M | 0.3% | C |
| Avalon Global Asset Management LLC | TRIM | -51,000 | $19.2M | 4.4% | A |
| Point72 Asset Management, L.P. | TRIM | -107,000 | -$17.2M | 0.1% | C |
| Gotham Asset Management, LLC | BUILD | 14,400 | $16.9M | 0.2% | C |
| Ratan Capital Management | INITIATION | 13,000 | $15.0M | 3.5% | A |
| Governors Lane LP | EXIT | -42,000 | -$14.2M | 0.8% | B |
| Governors Lane LP | INITIATION | 42,000 | $14.2M | 0.6% | B |
| MARSHALL WACE, LLP | TRIM | -56,600 | -$13.3M | 0.0% | C |
| Octahedron Capital Management L.P. | BUILD | 170 | $12.9M | 7.9% | A+ |
| Rokos Capital Management LLP | TRIM | -63,000 | -$12.8M | 0.1% | C |
| COBALT CAPITAL MANAGEMENT, INC. | INITIATION | 30,000 | $10.1M | 3.3% | A |
| Duquesne Family Office | INITIATION | 23,400 | $7.9M | 0.1% | A |
| Duquesne Family Office | EXIT | -23,400 | -$7.9M | 0.1% | A |
| NWI MANAGEMENT LP | CORE | 0 | $7.5M | 1.9% | A |
| Symmetry Peak Management | TRIM | -23,500 | -$6.6M | 1.3% | C |
| MARSHALL WACE, LLP | TRIM | -32,600 | $6.5M | 0.0% | C |
| Grantham, Mayo, Van Otterloo & Co. LLC | EXIT | -21,000 | -$6.0M | 0.0% | C |
| Situational Awareness LP | INITIATION | 17,362 | $5.9M | 0.0% | A |
| Shannon River Fund Management LLC | EXIT | -20,400 | -$5.8M | 0.7% | A |
| Octahedron Capital Management L.P. | INITIATION | 15,530 | $5.2M | 2.5% | A+ |
| Shannon River Fund Management LLC | INITIATION | 4,484 | $5.2M | 0.4% | A |
| MAPLELANE CAPITAL, LLC | TRIM | -12,955 | $4.5M | 0.9% | B |
| COBALT CAPITAL MANAGEMENT, INC. | TRIM | -18,000 | $3.7M | 5.7% | A |
| Rokos Capital Management LLP | TRIM | -139,595 | -$3.5M | 0.2% | C |
| Symmetry Peak Management | TRIM | -9,000 | -$2.5M | 0.5% | C |
| MAVERICK CAPITAL LTD | INITIATION | 1,673 | $1.9M | 0.0% | B |
| Grantham, Mayo, Van Otterloo & Co. LLC | INITIATION | 1,343 | $1.6M | 0.0% | C |
| SOROS FUND MANAGEMENT LLC | INITIATION | 2,824 | $954.1K | 0.0% | C |
| Avalon Global Asset Management LLC | TRIM | -14,900 | $763.0K | 3.5% | A |
| Symmetry Peak Management | EXIT | -1,500 | -$506.8K | 0.1% | C |
| Symmetry Peak Management | EXIT | -1,500 | -$506.8K | 0.1% | C |
| LOUNTZIS ASSET MANAGEMENT, LLC | INITIATION | 227 | $262.0K | 0.1% | A |
| Mairs & Power | TRIM | -283 | $239.1K | 0.0% | C |
| Mairs & Power | INITIATION | 693 | $234.1K | 0.0% | C |
| Symmetry Peak Management | EXIT | -740 | -$211.2K | 0.0% | C |
| HARRIS ASSOCIATES L P | INITIATION | 180 | $207.8K | 0.0% | B |
| BAILLIE GIFFORD & CO | INITIATION | 80 | $92.3K | 0.0% | C |
Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.