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WHD · 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.

WHDLRCX
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.
  • WHD
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterWHDLRCX
Q3 20205 holders, $46mnone listed holders, n.a.
Q4 20202 holders, $9.9mnone listed holders, n.a.
Q1 20211 holders, $1.1mnone listed holders, n.a.
Q2 20212 holders, $1.6mnone listed holders, n.a.
Q3 20212 holders, $127mnone listed holders, n.a.
Q4 20211 holders, $185mnone listed holders, n.a.
Q1 20223 holders, $579mnone listed holders, n.a.
Q2 20222 holders, $349mnone listed holders, n.a.
Q3 20223 holders, $148mnone listed holders, n.a.
Q4 20223 holders, $222mnone listed holders, n.a.
Q1 20234 holders, $210mnone listed holders, n.a.
Q2 20233 holders, $133mnone listed holders, n.a.
Q3 20233 holders, $144mnone listed holders, n.a.
Q4 20233 holders, $94mnone listed holders, n.a.
Q1 20244 holders, $570mnone listed holders, n.a.
Q2 20245 holders, $631mnone listed holders, n.a.
Q3 20247 holders, $681m2 holders, $624m
Q4 20247 holders, $636m41 holders, $9.6bn
Q1 20254 holders, $86m40 holders, $9.3bn
Q2 20253 holders, $67m35 holders, $11.4bn
Q3 20253 holders, $154m40 holders, $17.6bn
Q4 20256 holders, $262m37 holders, $29.2bn
Q1 20264 holders, $275m43 holders, $36.2bn
Q2 20265 holders, $311m45 holders, $73.9bn
WHD

Cactus Inc

Holders
3
Reported value
$94m
Buyers
1
Sellers
2

Breadth -1 among 93 comparable managers.

EnergyIndustrials 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 3 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 WHD (3)

ExodusPoint Capital Management LP, Holocene Advisors LP, Neuberger Berman Group 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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