L3VLUP
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LKQ · 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.

LKQLRCX
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.
  • LKQ
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterLKQLRCX
Q3 202012 holders, $1.1bnnone listed holders, n.a.
Q4 202011 holders, $1.5bnnone listed holders, n.a.
Q1 20218 holders, $1.9bnnone listed holders, n.a.
Q2 20219 holders, $2.6bnnone listed holders, n.a.
Q3 202110 holders, $2.7bnnone listed holders, n.a.
Q4 20218 holders, $2.4bnnone listed holders, n.a.
Q1 202210 holders, $1.7bnnone listed holders, n.a.
Q2 202211 holders, $2.1bnnone listed holders, n.a.
Q3 20229 holders, $1.8bnnone listed holders, n.a.
Q4 202212 holders, $2.1bnnone listed holders, n.a.
Q1 202311 holders, $2.1bnnone listed holders, n.a.
Q2 20239 holders, $2.1bnnone listed holders, n.a.
Q3 202315 holders, $1.7bnnone listed holders, n.a.
Q4 20238 holders, $1.5bnnone listed holders, n.a.
Q1 202410 holders, $1.8bnnone listed holders, n.a.
Q2 202410 holders, $1.3bnnone listed holders, n.a.
Q3 202410 holders, $894m2 holders, $624m
Q4 20248 holders, $603m41 holders, $9.6bn
Q1 20258 holders, $653m40 holders, $9.3bn
Q2 20256 holders, $552m35 holders, $11.4bn
Q3 20259 holders, $528m40 holders, $17.6bn
Q4 20259 holders, $644m37 holders, $29.2bn
Q1 20266 holders, $700m43 holders, $36.2bn
Q2 20265 holders, $479m45 holders, $73.9bn
LKQ

LKQ Corp

Holders
8
Reported value
$603m
Buyers
5
Sellers
3

Breadth +2 among 94 comparable managers.

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

Only LKQ (1)

Capital World Investors

Only LRCX (34)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management 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), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 9 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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