Memory & Storage

tag

Summary

In the Memory & Storage tag, tracked hedge-fund managers hold 4 stocks, a combined reported value of ~$178.13B; most concentrated in MU, WDC, STX. 11 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

4stocks

Tracked gurus

11(13F)

Board total value

$178.13B

Largest holding

MUMICRON TECHNOLOGY INC

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

MUMICRON TECHNOLOGY INC$121.57B

AI & Compute Semiconductors

KG RT DT

WDCWESTERN DIGITAL CORP$44.10B

Semiconductors

RT SC JG

STXSEAGATE TECHNOLOGY HLDNGS PL$6.78B

SC RD RT

SNDKSANDISK CORP$5.67B

Semiconductors

IE RT KG

Gurus most invested in this boardby value held in this board

1Ken Griffin4 stocks$2.05B 2Renaissance Technologies4 stocks$1.67B 3Izzy Englander4 stocks$1.44B 4Steven Cohen4 stocks$813.84M 5David Tepper2 stocks$741.19M 6Ray Dalio4 stocks$700.86M 7Joel Greenblatt4 stocks$258.83M 8Philippe Laffont1 stocks$56.06M 9Stanley Druckenmiller3 stocks$52.01M 10Dan Bin1 stocks$24.67M 11George Soros1 stocks$954.1K

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.