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AZTA · 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.

AZTALRCX
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.
  • AZTA
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterAZTALRCX
Q3 20202 holders, $67mnone listed holders, n.a.
Q4 20203 holders, $106mnone listed holders, n.a.
Q1 20213 holders, $135mnone listed holders, n.a.
Q2 20217 holders, $322mnone listed holders, n.a.
Q3 20218 holders, $390mnone listed holders, n.a.
Q4 20217 holders, $545mnone listed holders, n.a.
Q1 20227 holders, $467mnone listed holders, n.a.
Q2 20229 holders, $419mnone listed holders, n.a.
Q3 20224 holders, $100mnone listed holders, n.a.
Q4 20223 holders, $91mnone listed holders, n.a.
Q1 20233 holders, $48mnone listed holders, n.a.
Q2 20234 holders, $128mnone listed holders, n.a.
Q3 20233 holders, $91mnone listed holders, n.a.
Q4 20232 holders, $52mnone listed holders, n.a.
Q1 20242 holders, $31mnone listed holders, n.a.
Q2 20241 holders, $21mnone listed holders, n.a.
Q3 20242 holders, $14m2 holders, $624m
Q4 20242 holders, $6.5m41 holders, $9.6bn
Q1 20253 holders, $30m40 holders, $9.3bn
Q2 20252 holders, $7.7m35 holders, $11.4bn
Q3 20251 holders, $1.6m40 holders, $17.6bn
Q4 20251 holders, $2.3m37 holders, $29.2bn
Q1 20261 holders, $3.7m43 holders, $36.2bn
Q2 20262 holders, $6.8m45 holders, $73.9bn
AZTA

Azenta Inc

Holders
3
Reported value
$30m
Buyers
3
Sellers
0

Breadth +3 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
40
Reported value
$9.3bn
Buyers
22
Sellers
18

Breadth +4 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

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 AZTA (2)

Caxton Associates LLP, First Eagle Investment Management LLC

Only LRCX (39)

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, D1 Capital Partners LP, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 14 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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