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LSTR · 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.

LSTRLRCX
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.
  • LSTR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterLSTRLRCX
Q3 20205 holders, $291mnone listed holders, n.a.
Q4 20205 holders, $61mnone listed holders, n.a.
Q1 20215 holders, $318mnone listed holders, n.a.
Q2 20215 holders, $63mnone listed holders, n.a.
Q3 20215 holders, $59mnone listed holders, n.a.
Q4 20217 holders, $361mnone listed holders, n.a.
Q1 20227 holders, $324mnone listed holders, n.a.
Q2 20227 holders, $364mnone listed holders, n.a.
Q3 20228 holders, $131mnone listed holders, n.a.
Q4 20225 holders, $113mnone listed holders, n.a.
Q1 20235 holders, $102mnone listed holders, n.a.
Q2 20235 holders, $100mnone listed holders, n.a.
Q3 20235 holders, $86mnone listed holders, n.a.
Q4 20237 holders, $116mnone listed holders, n.a.
Q1 20246 holders, $153mnone listed holders, n.a.
Q2 20247 holders, $193mnone listed holders, n.a.
Q3 20245 holders, $130m2 holders, $624m
Q4 20245 holders, $108m41 holders, $9.6bn
Q1 20256 holders, $54m40 holders, $9.3bn
Q2 20255 holders, $31m35 holders, $11.4bn
Q3 20253 holders, $37m40 holders, $17.6bn
Q4 20254 holders, $150m37 holders, $29.2bn
Q1 20267 holders, $440m43 holders, $36.2bn
Q2 20269 holders, $699m45 holders, $73.9bn
LSTR

Landstar Sys Inc

Holders
5
Reported value
$130m
Buyers
5
Sellers
1

Breadth +4 among 94 comparable managers.

Industrials
LRCX

Lam Research Corp

New listing

Holders
2
Reported value
$624m
Buyers
2
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 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 LSTR (5)

AQR Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Verition Fund Management LLC

Only LRCX (2)

T. Rowe Price Associates Inc, Tudor Investment Corp

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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