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TNC · 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.

TNCLRCX
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.
  • TNC
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTNCLRCX
Q3 20201 holders, $21mnone listed holders, n.a.
Q4 20201 holders, $27mnone listed holders, n.a.
Q1 20211 holders, $30mnone listed holders, n.a.
Q2 20212 holders, $31mnone listed holders, n.a.
Q3 20211 holders, $29mnone listed holders, n.a.
Q4 20211 holders, $34mnone listed holders, n.a.
Q1 20221 holders, $33mnone listed holders, n.a.
Q2 20221 holders, $26mnone listed holders, n.a.
Q3 20221 holders, $28mnone listed holders, n.a.
Q4 20221 holders, $31mnone listed holders, n.a.
Q1 20231 holders, $35mnone listed holders, n.a.
Q2 20231 holders, $41mnone listed holders, n.a.
Q3 20231 holders, $37mnone listed holders, n.a.
Q4 20232 holders, $55mnone listed holders, n.a.
Q1 20244 holders, $76mnone listed holders, n.a.
Q2 20242 holders, $60mnone listed holders, n.a.
Q3 20241 holders, $46m2 holders, $624m
Q4 20241 holders, $39m41 holders, $9.6bn
Q1 20253 holders, $41m40 holders, $9.3bn
Q2 20251 holders, $39m35 holders, $11.4bn
Q3 20251 holders, $41m40 holders, $17.6bn
Q4 20251 holders, $37m37 holders, $29.2bn
Q1 20263 holders, $51m43 holders, $36.2bn
Q2 20265 holders, $158m45 holders, $73.9bn
TNC

Tennant Co

Holders
1
Reported value
$39m
Buyers
0
Sellers
1

Breadth -1 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 42 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 TNC (1)

GAMCO Investors Inc

Only LRCX (41)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management 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), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 16 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.

Back to the 13F Explorer →