L3VLUP

LQDA · VRTX 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.
  • LQDA
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterLQDAVRTX
Q3 20201 holders, $9.2m31 holders, $21.9bn
Q4 2020none listed holders, n.a.30 holders, $18.4bn
Q1 2021none listed holders, n.a.31 holders, $15.4bn
Q2 2021none listed holders, n.a.30 holders, $12.7bn
Q3 2021none listed holders, n.a.35 holders, $10.1bn
Q4 2021none listed holders, n.a.28 holders, $12.4bn
Q1 2022none listed holders, n.a.23 holders, $16.1bn
Q2 2022none listed holders, n.a.25 holders, $18.1bn
Q3 20221 holders, $3.3m22 holders, $18.4bn
Q4 2022none listed holders, n.a.28 holders, $18.4bn
Q1 20231 holders, $2.1m26 holders, $21.4bn
Q2 20231 holders, $2.1m27 holders, $24.7bn
Q3 2023none listed holders, n.a.33 holders, $24.3bn
Q4 2023none listed holders, n.a.32 holders, $28.6bn
Q1 20241 holders, $30m31 holders, $29.8bn
Q2 20241 holders, $25m29 holders, $33.4bn
Q3 20242 holders, $37m27 holders, $33.5bn
Q4 20242 holders, $44m26 holders, $28.5bn
Q1 20251 holders, $59m21 holders, $35.4bn
Q2 20252 holders, $60m21 holders, $32.3bn
Q3 20253 holders, $208m22 holders, $25.9bn
Q4 20254 holders, $323m26 holders, $31.8bn
Q1 20262 holders, $331m25 holders, $31.8bn
Q2 20263 holders, $775m26 holders, $34.6bn
LQDA

Liquidia Corporation

Holders
1
Reported value
$30m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

VRTX

Vertex Pharmaceuticals Inc

Holders
31
Reported value
$29.8bn
Buyers
16
Sellers
19

Breadth -3 among 93 comparable managers.

Who holds both, Q1 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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