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HAYW · 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.

HAYWLRCX
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.
  • HAYW
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterHAYWLRCX
Q1 20216 holders, $78mnone listed holders, n.a.
Q2 20215 holders, $246mnone listed holders, n.a.
Q3 20212 holders, $246mnone listed holders, n.a.
Q4 20214 holders, $318mnone listed holders, n.a.
Q1 20224 holders, $235mnone listed holders, n.a.
Q2 20222 holders, $201mnone listed holders, n.a.
Q3 20223 holders, $81mnone listed holders, n.a.
Q4 20221 holders, $81mnone listed holders, n.a.
Q1 20235 holders, $117mnone listed holders, n.a.
Q2 20234 holders, $149mnone listed holders, n.a.
Q3 20238 holders, $577mnone listed holders, n.a.
Q4 20235 holders, $553mnone listed holders, n.a.
Q1 20245 holders, $174mnone listed holders, n.a.
Q2 20242 holders, $95mnone listed holders, n.a.
Q3 20242 holders, $152m2 holders, $624m
Q4 20247 holders, $255m41 holders, $9.6bn
Q1 20254 holders, $208m40 holders, $9.3bn
Q2 20253 holders, $129m35 holders, $11.4bn
Q3 20253 holders, $147m40 holders, $17.6bn
Q4 20253 holders, $135m37 holders, $29.2bn
Q1 20262 holders, $109m43 holders, $36.2bn
Q2 20264 holders, $159m45 holders, $73.9bn
HAYW

Hayward HLDGS Inc

Holders
5
Reported value
$174m
Buyers
1
Sellers
4

Breadth -3 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, Q1 2024

Among the 5 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 HAYW (5)

Hudson Bay Capital Management LP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Two Sigma Advisers 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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