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BLDP · 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.

BLDPLRCX
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.
  • BLDP
  • LRCX
020406020202021202220252026
Holders and value by quarter
QuarterBLDPLRCX
Q2 20131 holders, $20knone listed holders, n.a.
Q3 20131 holders, $20knone listed holders, n.a.
Q1 20201 holders, $7.2mnone listed holders, n.a.
Q2 20201 holders, $27mnone listed holders, n.a.
Q3 20204 holders, $33mnone listed holders, n.a.
Q4 20205 holders, $99mnone listed holders, n.a.
Q1 20213 holders, $489mnone listed holders, n.a.
Q2 20215 holders, $99mnone listed holders, n.a.
Q3 20212 holders, $46mnone listed holders, n.a.
Q4 20212 holders, $43mnone listed holders, n.a.
Q1 20222 holders, $40mnone listed holders, n.a.
Q2 20223 holders, $25mnone listed holders, n.a.
Q3 20221 holders, $1.5mnone listed holders, n.a.
Q3 2024none listed holders, n.a.2 holders, $624m
Q4 2024none listed holders, n.a.41 holders, $9.6bn
Q1 2025none listed holders, n.a.40 holders, $9.3bn
Q2 2025none listed holders, n.a.35 holders, $11.4bn
Q3 20251 holders, $16m40 holders, $17.6bn
Q4 20251 holders, $16m37 holders, $29.2bn
Q1 2026none listed holders, n.a.43 holders, $36.2bn
Q2 20261 holders, $18m45 holders, $73.9bn
BLDP

Ballard PWR Sys Inc New

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

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 40 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 BLDP (0)

None.

Only LRCX (40)

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, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 15 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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