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ENS · 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.

ENSLRCX
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.
  • ENS
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterENSLRCX
Q3 20205 holders, $399mnone listed holders, n.a.
Q4 20204 holders, $366mnone listed holders, n.a.
Q1 20214 holders, $366mnone listed holders, n.a.
Q2 20215 holders, $457mnone listed holders, n.a.
Q3 20213 holders, $307mnone listed holders, n.a.
Q4 20213 holders, $145mnone listed holders, n.a.
Q1 20224 holders, $151mnone listed holders, n.a.
Q2 20224 holders, $110mnone listed holders, n.a.
Q3 20223 holders, $108mnone listed holders, n.a.
Q4 20223 holders, $131mnone listed holders, n.a.
Q1 20234 holders, $169mnone listed holders, n.a.
Q2 20236 holders, $200mnone listed holders, n.a.
Q3 20234 holders, $189mnone listed holders, n.a.
Q4 20234 holders, $232mnone listed holders, n.a.
Q1 20247 holders, $222mnone listed holders, n.a.
Q2 20245 holders, $250mnone listed holders, n.a.
Q3 20242 holders, $212m2 holders, $624m
Q4 20242 holders, $175m41 holders, $9.6bn
Q1 20252 holders, $97m40 holders, $9.3bn
Q2 20252 holders, $64m35 holders, $11.4bn
Q3 20252 holders, $12m40 holders, $17.6bn
Q4 20253 holders, $93m37 holders, $29.2bn
Q1 20266 holders, $246m43 holders, $36.2bn
Q2 20265 holders, $558m45 holders, $73.9bn
ENS

Enersys Inc

Holders
7
Reported value
$222m
Buyers
5
Sellers
2

Breadth +3 among 93 comparable managers.

Industrials
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, Q1 2024

Among the 7 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 ENS (7)

AQR Capital Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Janus Henderson Group Ltd, Quantbot Technologies LP, Schonfeld Strategic Advisors 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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