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ACLS · LRCX 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.

ACLSLRCX
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.
  • ACLS
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterACLSLRCX
Q3 20201 holders, $4.0mnone listed holders, n.a.
Q4 20201 holders, $891knone listed holders, n.a.
Q1 20211 holders, $1.2mnone listed holders, n.a.
Q2 20211 holders, $1.2mnone listed holders, n.a.
Q3 20212 holders, $2.6mnone listed holders, n.a.
Q4 20215 holders, $11mnone listed holders, n.a.
Q1 20222 holders, $9.7mnone listed holders, n.a.
Q2 20223 holders, $22mnone listed holders, n.a.
Q3 20224 holders, $26mnone listed holders, n.a.
Q4 20225 holders, $34mnone listed holders, n.a.
Q1 20239 holders, $257mnone listed holders, n.a.
Q2 20236 holders, $231mnone listed holders, n.a.
Q3 20236 holders, $197mnone listed holders, n.a.
Q4 20238 holders, $86mnone listed holders, n.a.
Q1 20246 holders, $71mnone listed holders, n.a.
Q2 20247 holders, $64mnone listed holders, n.a.
Q3 20244 holders, $18m2 holders, $624m
Q4 20244 holders, $25m41 holders, $9.6bn
Q1 20255 holders, $40m40 holders, $9.3bn
Q2 20254 holders, $33m35 holders, $11.4bn
Q3 20252 holders, $14m40 holders, $17.6bn
Q4 20253 holders, $30m37 holders, $29.2bn
Q1 20264 holders, $142m43 holders, $36.2bn
Q2 20265 holders, $914m45 holders, $73.9bn
ACLS

Axcelis Technologies Inc

Holders
8
Reported value
$86m
Buyers
7
Sellers
3

Breadth +4 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2023

Among the 8 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only ACLS (8)

Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Man Group PLC, Quantbot Technologies LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

Only LRCX (0)

None.

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.

Back to the 13F Explorer →