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TRMB · 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.

TRMBLRCX
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.
  • TRMB
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTRMBLRCX
Q3 202013 holders, $466mnone listed holders, n.a.
Q4 202010 holders, $859mnone listed holders, n.a.
Q1 202111 holders, $1.2bnnone listed holders, n.a.
Q2 202112 holders, $1.3bnnone listed holders, n.a.
Q3 202111 holders, $1.3bnnone listed holders, n.a.
Q4 20218 holders, $1.4bnnone listed holders, n.a.
Q1 202211 holders, $845mnone listed holders, n.a.
Q2 20227 holders, $562mnone listed holders, n.a.
Q3 20226 holders, $310mnone listed holders, n.a.
Q4 20229 holders, $291mnone listed holders, n.a.
Q1 202313 holders, $561mnone listed holders, n.a.
Q2 202310 holders, $767mnone listed holders, n.a.
Q3 202310 holders, $455mnone listed holders, n.a.
Q4 20238 holders, $384mnone listed holders, n.a.
Q1 20244 holders, $330mnone listed holders, n.a.
Q2 202411 holders, $717mnone listed holders, n.a.
Q3 202411 holders, $598m2 holders, $624m
Q4 202412 holders, $581m41 holders, $9.6bn
Q1 20258 holders, $424m40 holders, $9.3bn
Q2 20259 holders, $813m35 holders, $11.4bn
Q3 20257 holders, $1.1bn40 holders, $17.6bn
Q4 20256 holders, $1.3bn37 holders, $29.2bn
Q1 20267 holders, $857m43 holders, $36.2bn
Q2 20268 holders, $1.1bn45 holders, $73.9bn
TRMB

Trimble Navigation LTD

Holders
12
Reported value
$581m
Buyers
4
Sellers
7

Breadth -3 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 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TRMB (6)

ARK Investment Management LLC, Arrowstreet Capital LP, First Eagle Investment Management LLC, Jana Partners, Marshall Wace LLP, Moore Capital Management LP

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, 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), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 10 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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