L3VLUP

LGN · 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.

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.
  • LGN
  • LRCX
0204060Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterLGNLRCX
Q3 2024none listed holders, n.a.2 holders, $624m
Q4 2024none listed holders, n.a.41 holders, $9.6bn
Q1 2025none listed holders, n.a.40 holders, $9.3bn
Q2 2025none listed holders, n.a.35 holders, $11.4bn
Q3 20257 holders, $157m40 holders, $17.6bn
Q4 20257 holders, $304m37 holders, $29.2bn
Q1 20266 holders, $399m43 holders, $36.2bn
Q2 202611 holders, $647m45 holders, $73.9bn
LGN

Legence Corp

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

No cross-section for this quarter.

LRCX

Lam Research Corp

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

No cross-section for this quarter.

Who holds both, Q4 2023

Among the 0 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 LGN (0)

None.

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 →