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FLS · 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.

FLSLRCX
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.
  • FLS
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterFLSLRCX
Q3 20208 holders, $872mnone listed holders, n.a.
Q4 20205 holders, $1.2bnnone listed holders, n.a.
Q1 20218 holders, $1.2bnnone listed holders, n.a.
Q2 20217 holders, $1.2bnnone listed holders, n.a.
Q3 20218 holders, $966mnone listed holders, n.a.
Q4 20218 holders, $622mnone listed holders, n.a.
Q1 202210 holders, $1.0bnnone listed holders, n.a.
Q2 20229 holders, $1.3bnnone listed holders, n.a.
Q3 20228 holders, $803mnone listed holders, n.a.
Q4 20228 holders, $1.4bnnone listed holders, n.a.
Q1 20237 holders, $1.4bnnone listed holders, n.a.
Q2 202310 holders, $1.1bnnone listed holders, n.a.
Q3 202311 holders, $1.1bnnone listed holders, n.a.
Q4 202314 holders, $1.0bnnone listed holders, n.a.
Q1 202412 holders, $1.1bnnone listed holders, n.a.
Q2 202412 holders, $1.3bnnone listed holders, n.a.
Q3 202414 holders, $1.4bn2 holders, $624m
Q4 202418 holders, $1.3bn41 holders, $9.6bn
Q1 202518 holders, $1.0bn40 holders, $9.3bn
Q2 202517 holders, $1.0bn35 holders, $11.4bn
Q3 202511 holders, $984m40 holders, $17.6bn
Q4 202510 holders, $1.2bn37 holders, $29.2bn
Q1 202611 holders, $1.2bn43 holders, $36.2bn
Q2 202613 holders, $1.3bn45 holders, $73.9bn
FLS

Flowserve Corp

Holders
18
Reported value
$1.3bn
Buyers
11
Sellers
5

Breadth +6 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
41
Reported value
$9.6bn
Buyers
40
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, Q4 2024

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FLS (8)

Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC

Only LRCX (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 6 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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