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MLAB · 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.

MLABLRCX
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.
  • MLAB
  • LRCX
0204060201920202023202420252026
Holders and value by quarter
QuarterMLABLRCX
Q1 20191 holders, $204knone listed holders, n.a.
Q2 20192 holders, $17mnone listed holders, n.a.
Q3 20193 holders, $31mnone listed holders, n.a.
Q4 20191 holders, $22mnone listed holders, n.a.
Q1 20201 holders, $20mnone listed holders, n.a.
Q2 20202 holders, $38mnone listed holders, n.a.
Q3 20202 holders, $38mnone listed holders, n.a.
Q4 20201 holders, $38mnone listed holders, n.a.
Q2 20211 holders, $1.1mnone listed holders, n.a.
Q3 20212 holders, $3.0mnone listed holders, n.a.
Q4 20211 holders, $1.8mnone listed holders, n.a.
Q4 20221 holders, $13mnone listed holders, n.a.
Q1 20231 holders, $1.5mnone listed holders, n.a.
Q2 20231 holders, $857knone listed holders, n.a.
Q4 20232 holders, $709knone listed holders, n.a.
Q1 20241 holders, $531knone listed holders, n.a.
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 2025none listed holders, n.a.40 holders, $17.6bn
Q4 2025none listed holders, n.a.37 holders, $29.2bn
Q1 2026none listed holders, n.a.43 holders, $36.2bn
Q2 2026none listed holders, n.a.45 holders, $73.9bn
MLAB

Mesa Labs Inc

Holders
2
Reported value
$709k
Buyers
2
Sellers
0

Breadth +2 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 2 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 MLAB (2)

Caxton Associates LLP, PDT Partners LLC

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.

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