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MSM · 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.

MSMLRCX
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.
  • MSM
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterMSMLRCX
Q3 20207 holders, $69mnone listed holders, n.a.
Q4 20207 holders, $156mnone listed holders, n.a.
Q1 20214 holders, $173mnone listed holders, n.a.
Q2 20213 holders, $148mnone listed holders, n.a.
Q3 20216 holders, $127mnone listed holders, n.a.
Q4 20219 holders, $131mnone listed holders, n.a.
Q1 20226 holders, $124mnone listed holders, n.a.
Q2 20227 holders, $129mnone listed holders, n.a.
Q3 202210 holders, $145mnone listed holders, n.a.
Q4 202212 holders, $199mnone listed holders, n.a.
Q1 20237 holders, $168mnone listed holders, n.a.
Q2 202310 holders, $259mnone listed holders, n.a.
Q3 20237 holders, $300mnone listed holders, n.a.
Q4 20237 holders, $248mnone listed holders, n.a.
Q1 20246 holders, $234mnone listed holders, n.a.
Q2 20246 holders, $113mnone listed holders, n.a.
Q3 20244 holders, $123m2 holders, $624m
Q4 20247 holders, $98m41 holders, $9.6bn
Q1 20255 holders, $50m40 holders, $9.3bn
Q2 20253 holders, $42m35 holders, $11.4bn
Q3 20251 holders, $34m40 holders, $17.6bn
Q4 20254 holders, $55m37 holders, $29.2bn
Q1 20266 holders, $104m43 holders, $36.2bn
Q2 20266 holders, $105m45 holders, $73.9bn
MSM

MSC Indl Direct Inc

Holders
4
Reported value
$123m
Buyers
2
Sellers
2

Breadth 0 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 6 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 MSM (4)

AQR Capital Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Renaissance Technologies 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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