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VECO · 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.

VECOLRCX
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.
  • VECO
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterVECOLRCX
Q3 20203 holders, $28mnone listed holders, n.a.
Q4 20203 holders, $61mnone listed holders, n.a.
Q1 20213 holders, $81mnone listed holders, n.a.
Q2 20214 holders, $103mnone listed holders, n.a.
Q3 20214 holders, $94mnone listed holders, n.a.
Q4 20214 holders, $123mnone listed holders, n.a.
Q1 20223 holders, $106mnone listed holders, n.a.
Q2 20224 holders, $79mnone listed holders, n.a.
Q3 20223 holders, $78mnone listed holders, n.a.
Q4 20223 holders, $82mnone listed holders, n.a.
Q1 20233 holders, $95mnone listed holders, n.a.
Q2 20234 holders, $119mnone listed holders, n.a.
Q3 20234 holders, $129mnone listed holders, n.a.
Q4 20234 holders, $138mnone listed holders, n.a.
Q1 20244 holders, $177mnone listed holders, n.a.
Q2 20245 holders, $207mnone listed holders, n.a.
Q3 20244 holders, $153m2 holders, $624m
Q4 20244 holders, $127m41 holders, $9.6bn
Q1 20255 holders, $105m40 holders, $9.3bn
Q2 20253 holders, $90m35 holders, $11.4bn
Q3 20254 holders, $143m40 holders, $17.6bn
Q4 20252 holders, $111m37 holders, $29.2bn
Q1 20265 holders, $134m43 holders, $36.2bn
Q2 20269 holders, $1.2bn45 holders, $73.9bn
VECO

Veeco Instruments Inc

Holders
4
Reported value
$138m
Buyers
1
Sellers
3

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 4 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 VECO (4)

Baillie Gifford & Co, First Eagle Investment Management LLC, Neuberger Berman Group LLC, 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.

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