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CXT · 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.

CXTLRCX
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.
  • CXT
  • LRCX
02040602023202420252026
Holders and value by quarter
QuarterCXTLRCX
Q2 20228 holders, $641mnone listed holders, n.a.
Q3 20228 holders, $754mnone listed holders, n.a.
Q4 20228 holders, $942mnone listed holders, n.a.
Q1 20236 holders, $1.1bnnone listed holders, n.a.
Q2 20237 holders, $582mnone listed holders, n.a.
Q3 20237 holders, $544mnone listed holders, n.a.
Q4 20233 holders, $489mnone listed holders, n.a.
Q1 20246 holders, $706mnone listed holders, n.a.
Q2 20244 holders, $719mnone listed holders, n.a.
Q3 20243 holders, $191m2 holders, $624m
Q4 20247 holders, $734m41 holders, $9.6bn
Q1 20255 holders, $241m40 holders, $9.3bn
Q2 20256 holders, $338m35 holders, $11.4bn
Q3 20259 holders, $992m40 holders, $17.6bn
Q4 20256 holders, $292m37 holders, $29.2bn
Q1 20264 holders, $134m43 holders, $36.2bn
Q2 20263 holders, $120m45 holders, $73.9bn
CXT

Crane Holdings Inc

Holders
4
Reported value
$719m
Buyers
2
Sellers
2

Breadth 0 among 94 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, Q2 2024

Among the 4 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 CXT (4)

Fidelity (FMR LLC), GAMCO Investors Inc, PDT Partners LLC, Wellington Management Group LLP

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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