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KAI · 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.

KAILRCX
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.
  • KAI
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterKAILRCX
Q3 20202 holders, $78mnone listed holders, n.a.
Q4 20201 holders, $101mnone listed holders, n.a.
Q1 20211 holders, $144mnone listed holders, n.a.
Q2 20211 holders, $137mnone listed holders, n.a.
Q3 20211 holders, $166mnone listed holders, n.a.
Q4 20211 holders, $196mnone listed holders, n.a.
Q1 20221 holders, $160mnone listed holders, n.a.
Q2 20221 holders, $148mnone listed holders, n.a.
Q3 20221 holders, $143mnone listed holders, n.a.
Q4 20221 holders, $151mnone listed holders, n.a.
Q1 20231 holders, $181mnone listed holders, n.a.
Q2 20231 holders, $197mnone listed holders, n.a.
Q3 20231 holders, $208mnone listed holders, n.a.
Q4 20232 holders, $268mnone listed holders, n.a.
Q1 20243 holders, $384mnone listed holders, n.a.
Q2 20244 holders, $369mnone listed holders, n.a.
Q3 20245 holders, $435m2 holders, $624m
Q4 20245 holders, $424m41 holders, $9.6bn
Q1 20256 holders, $341m40 holders, $9.3bn
Q2 20254 holders, $260m35 holders, $11.4bn
Q3 20252 holders, $221m40 holders, $17.6bn
Q4 20252 holders, $256m37 holders, $29.2bn
Q1 20263 holders, $215m43 holders, $36.2bn
Q2 20262 holders, $170m45 holders, $73.9bn
KAI

Kadant Inc

Holders
3
Reported value
$384m
Buyers
2
Sellers
1

Breadth +1 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 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 KAI (3)

Capital World Investors, Neuberger Berman Group LLC, PDT Partners 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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