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DNOW · 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.

DNOWLRCX
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.
  • DNOW
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDNOWLRCX
Q3 20202 holders, $965knone listed holders, n.a.
Q4 20203 holders, $63mnone listed holders, n.a.
Q1 20214 holders, $74mnone listed holders, n.a.
Q2 20213 holders, $59mnone listed holders, n.a.
Q3 20213 holders, $46mnone listed holders, n.a.
Q4 20213 holders, $59mnone listed holders, n.a.
Q1 20226 holders, $91mnone listed holders, n.a.
Q2 20224 holders, $65mnone listed holders, n.a.
Q3 20224 holders, $61mnone listed holders, n.a.
Q4 20223 holders, $70mnone listed holders, n.a.
Q1 20232 holders, $51mnone listed holders, n.a.
Q2 20232 holders, $46mnone listed holders, n.a.
Q3 20232 holders, $51mnone listed holders, n.a.
Q4 20232 holders, $48mnone listed holders, n.a.
Q1 20244 holders, $87mnone listed holders, n.a.
Q2 20242 holders, $56mnone listed holders, n.a.
Q3 20242 holders, $48m2 holders, $624m
Q4 20242 holders, $46m41 holders, $9.6bn
Q1 20255 holders, $79m40 holders, $9.3bn
Q2 20252 holders, $58m35 holders, $11.4bn
Q3 20253 holders, $62m40 holders, $17.6bn
Q4 20254 holders, $268m37 holders, $29.2bn
Q1 20266 holders, $311m43 holders, $36.2bn
Q2 20266 holders, $369m45 holders, $73.9bn
DNOW

Now Inc

Holders
2
Reported value
$56m
Buyers
2
Sellers
0

Breadth +2 among 94 comparable managers.

EnergyIndustrials 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, Q2 2024

Among the 2 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 DNOW (2)

First Eagle Investment Management LLC, Renaissance Technologies 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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