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DOV · 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.

DOVLRCX
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.
  • DOV
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterDOVLRCX
Q3 202016 holders, $701mnone listed holders, n.a.
Q4 202015 holders, $508mnone listed holders, n.a.
Q1 202110 holders, $677mnone listed holders, n.a.
Q2 20219 holders, $630mnone listed holders, n.a.
Q3 20219 holders, $509mnone listed holders, n.a.
Q4 202112 holders, $1.0bnnone listed holders, n.a.
Q1 20229 holders, $814mnone listed holders, n.a.
Q2 202217 holders, $567mnone listed holders, n.a.
Q3 202214 holders, $702mnone listed holders, n.a.
Q4 202213 holders, $797mnone listed holders, n.a.
Q1 202312 holders, $728mnone listed holders, n.a.
Q2 202314 holders, $583mnone listed holders, n.a.
Q3 202312 holders, $679mnone listed holders, n.a.
Q4 202310 holders, $646mnone listed holders, n.a.
Q1 202412 holders, $1.2bnnone listed holders, n.a.
Q2 202412 holders, $2.0bnnone listed holders, n.a.
Q3 202413 holders, $2.1bn2 holders, $624m
Q4 202412 holders, $2.0bn41 holders, $9.6bn
Q1 202520 holders, $1.9bn40 holders, $9.3bn
Q2 202521 holders, $2.3bn35 holders, $11.4bn
Q3 202517 holders, $1.7bn40 holders, $17.6bn
Q4 202518 holders, $2.3bn37 holders, $29.2bn
Q1 202612 holders, $2.5bn43 holders, $36.2bn
Q2 202614 holders, $2.3bn45 holders, $73.9bn
DOV

Dover Corp

Holders
20
Reported value
$1.9bn
Buyers
13
Sellers
7

Breadth +6 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DOV (5)

Caxton Associates LLP, Eisler Capital Management Ltd, Element Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP

Only LRCX (25)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC, Winton Group Ltd

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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