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LRCX · NVDA 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.

LRCXNVDA
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.
  • LRCX
  • NVDA
020406080202120222023202420252026
Holders and value by quarter
QuarterLRCXNVDA
Q3 2020none listed holders, n.a.35 holders, $45.3bn
Q4 2020none listed holders, n.a.42 holders, $43.8bn
Q1 2021none listed holders, n.a.36 holders, $42.9bn
Q2 2021none listed holders, n.a.37 holders, $63.0bn
Q3 2021none listed holders, n.a.40 holders, $62.6bn
Q4 2021none listed holders, n.a.48 holders, $90.4bn
Q1 2022none listed holders, n.a.37 holders, $79.5bn
Q2 2022none listed holders, n.a.38 holders, $43.6bn
Q3 2022none listed holders, n.a.38 holders, $35.1bn
Q4 2022none listed holders, n.a.38 holders, $56.7bn
Q1 2023none listed holders, n.a.51 holders, $85.0bn
Q2 2023none listed holders, n.a.61 holders, $136bn
Q3 2023none listed holders, n.a.58 holders, $136bn
Q4 2023none listed holders, n.a.55 holders, $153bn
Q1 2024none listed holders, n.a.57 holders, $254bn
Q2 2024none listed holders, n.a.57 holders, $322bn
Q3 20242 holders, $624m62 holders, $304bn
Q4 202441 holders, $9.6bn60 holders, $337bn
Q1 202540 holders, $9.3bn62 holders, $266bn
Q2 202535 holders, $11.4bn61 holders, $408bn
Q3 202540 holders, $17.6bn63 holders, $487bn
Q4 202537 holders, $29.2bn64 holders, $513bn
Q1 202643 holders, $36.2bn63 holders, $480bn
Q2 202645 holders, $73.9bn62 holders, $550bn
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
NVDA

Nvidia Corporation

Holders
57
Reported value
$322bn
Buyers
3
Sellers
3

A share split this quarter: the changes in shares are the split, not buying or selling.

SemiconductorsAI infrastructure and semiconductors · L3VLUPSemiconductors

Who holds both, Q2 2024

Among the 57 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 LRCX (0)

None.

Only NVDA (57)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 32 more

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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