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BBCP · 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.
  • BBCP
  • LRCX
0204060Q2 2019Q4 2019Q2 2020Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterBBCPLRCX
Q2 20191 holders, $328knone listed holders, n.a.
Q3 20191 holders, $253knone listed holders, n.a.
Q4 20191 holders, $350knone listed holders, n.a.
Q1 20201 holders, $179knone listed holders, n.a.
Q2 20201 holders, $222knone listed holders, n.a.
Q3 20201 holders, $228knone listed holders, n.a.
Q3 2024none listed holders, n.a.2 holders, $624m
Q4 20241 holders, $1.2m41 holders, $9.6bn
Q1 20251 holders, $2.0m40 holders, $9.3bn
Q2 20251 holders, $2.6m35 holders, $11.4bn
Q3 20251 holders, $3.4m40 holders, $17.6bn
Q4 20251 holders, $3.6m37 holders, $29.2bn
Q1 20261 holders, $4.7m43 holders, $36.2bn
Q2 20261 holders, $8.9m45 holders, $73.9bn
BBCP

Concrete Pumping HLDGS Inc

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, Q1 2024

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 BBCP (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.

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