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GLNG · 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.

GLNGLRCX
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.
  • GLNG
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterGLNGLRCX
Q4 20196 holders, $17mnone listed holders, n.a.
Q4 20201 holders, $9.2mnone listed holders, n.a.
Q1 20211 holders, $2.4mnone listed holders, n.a.
Q2 20211 holders, $29mnone listed holders, n.a.
Q3 20211 holders, $31mnone listed holders, n.a.
Q4 20211 holders, $24mnone listed holders, n.a.
Q1 20222 holders, $68mnone listed holders, n.a.
Q2 20222 holders, $23mnone listed holders, n.a.
Q3 20224 holders, $35mnone listed holders, n.a.
Q4 20224 holders, $7.9mnone listed holders, n.a.
Q1 20234 holders, $115mnone listed holders, n.a.
Q2 20234 holders, $97mnone listed holders, n.a.
Q3 20236 holders, $33mnone listed holders, n.a.
Q4 20237 holders, $114mnone listed holders, n.a.
Q1 20246 holders, $53mnone listed holders, n.a.
Q2 20247 holders, $33mnone listed holders, n.a.
Q3 20248 holders, $159m2 holders, $624m
Q4 202411 holders, $297m41 holders, $9.6bn
Q1 202510 holders, $113m40 holders, $9.3bn
Q2 20256 holders, $67m35 holders, $11.4bn
Q3 20256 holders, $68m40 holders, $17.6bn
Q4 20256 holders, $83m37 holders, $29.2bn
Q1 202614 holders, $245m43 holders, $36.2bn
Q2 20269 holders, $392m45 holders, $73.9bn
GLNG

Golar LNG Ltd

Holders
7
Reported value
$33m
Buyers
4
Sellers
3

Breadth +1 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 7 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 GLNG (7)

Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Moore Capital Management LP, PDT Partners LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Winton Group Ltd

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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