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RUN · 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.

RUNLRCX
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.
  • RUN
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterRUNLRCX
Q3 202011 holders, $4.2bnnone listed holders, n.a.
Q4 202019 holders, $5.2bnnone listed holders, n.a.
Q1 202119 holders, $4.3bnnone listed holders, n.a.
Q2 202116 holders, $3.5bnnone listed holders, n.a.
Q3 202111 holders, $2.4bnnone listed holders, n.a.
Q4 202110 holders, $1.4bnnone listed holders, n.a.
Q1 20227 holders, $316mnone listed holders, n.a.
Q2 20225 holders, $126mnone listed holders, n.a.
Q3 20228 holders, $110mnone listed holders, n.a.
Q4 20229 holders, $147mnone listed holders, n.a.
Q1 20239 holders, $149mnone listed holders, n.a.
Q2 20236 holders, $90mnone listed holders, n.a.
Q3 20234 holders, $50mnone listed holders, n.a.
Q4 202310 holders, $233mnone listed holders, n.a.
Q1 20245 holders, $94mnone listed holders, n.a.
Q2 20245 holders, $95mnone listed holders, n.a.
Q3 20248 holders, $163m2 holders, $624m
Q4 20244 holders, $20m41 holders, $9.6bn
Q1 20253 holders, $37m40 holders, $9.3bn
Q2 20252 holders, $92m35 holders, $11.4bn
Q3 202511 holders, $451m40 holders, $17.6bn
Q4 202513 holders, $519m37 holders, $29.2bn
Q1 20268 holders, $256m43 holders, $36.2bn
Q2 20267 holders, $264m45 holders, $73.9bn
RUN

Sunrun Inc

Holders
8
Reported value
$163m
Buyers
5
Sellers
3

Breadth +2 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 10 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 RUN (8)

Brevan Howard Capital Management LP, Caxton Associates LLP, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Soros Fund Management LLC, Tybourne Capital Management HK Ltd, Voloridge Investment 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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