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ST · 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.
  • ST
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterSTLRCX
Q3 202014 holders, $1.6bnnone listed holders, n.a.
Q4 202014 holders, $1.8bnnone listed holders, n.a.
Q1 20219 holders, $1.8bnnone listed holders, n.a.
Q2 202112 holders, $1.7bnnone listed holders, n.a.
Q3 202112 holders, $1.6bnnone listed holders, n.a.
Q4 202111 holders, $1.7bnnone listed holders, n.a.
Q1 202210 holders, $2.0bnnone listed holders, n.a.
Q2 20228 holders, $1.9bnnone listed holders, n.a.
Q3 202214 holders, $1.5bnnone listed holders, n.a.
Q4 202211 holders, $1.6bnnone listed holders, n.a.
Q1 202312 holders, $2.0bnnone listed holders, n.a.
Q2 202313 holders, $1.9bnnone listed holders, n.a.
Q3 202313 holders, $1.4bnnone listed holders, n.a.
Q4 202314 holders, $1.4bnnone listed holders, n.a.
Q1 202411 holders, $1.2bnnone listed holders, n.a.
Q2 202413 holders, $1.5bnnone listed holders, n.a.
Q3 202410 holders, $1.4bn2 holders, $624m
Q4 202410 holders, $987m41 holders, $9.6bn
Q1 20259 holders, $959m40 holders, $9.3bn
Q2 20259 holders, $1.2bn35 holders, $11.4bn
Q3 20257 holders, $1.3bn40 holders, $17.6bn
Q4 20256 holders, $1.3bn37 holders, $29.2bn
Q1 20266 holders, $1.1bn43 holders, $36.2bn
Q2 20264 holders, $1.2bn45 holders, $73.9bn
ST

Sensata Technologies HLDNG P

Holders
11
Reported value
$1.2bn
Buyers
6
Sellers
6

Breadth 0 among 93 comparable managers.

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 11 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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