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TOL · 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.

TOLLRCX
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.
  • TOL
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTOLLRCX
Q3 202012 holders, $1.4bnnone listed holders, n.a.
Q4 20208 holders, $1.2bnnone listed holders, n.a.
Q1 20218 holders, $1.5bnnone listed holders, n.a.
Q2 20218 holders, $1.1bnnone listed holders, n.a.
Q3 20215 holders, $986mnone listed holders, n.a.
Q4 202110 holders, $1.3bnnone listed holders, n.a.
Q1 20228 holders, $468mnone listed holders, n.a.
Q2 20228 holders, $528mnone listed holders, n.a.
Q3 202212 holders, $578mnone listed holders, n.a.
Q4 202215 holders, $890mnone listed holders, n.a.
Q1 202319 holders, $978mnone listed holders, n.a.
Q2 202318 holders, $1.2bnnone listed holders, n.a.
Q3 202318 holders, $1.2bnnone listed holders, n.a.
Q4 202320 holders, $1.3bnnone listed holders, n.a.
Q1 202422 holders, $1.8bnnone listed holders, n.a.
Q2 202420 holders, $1.1bnnone listed holders, n.a.
Q3 202419 holders, $1.5bn2 holders, $624m
Q4 202419 holders, $1.4bn41 holders, $9.6bn
Q1 202522 holders, $1.7bn40 holders, $9.3bn
Q2 202517 holders, $1.7bn35 holders, $11.4bn
Q3 202518 holders, $2.4bn40 holders, $17.6bn
Q4 202517 holders, $2.1bn37 holders, $29.2bn
Q1 202619 holders, $1.7bn43 holders, $36.2bn
Q2 202616 holders, $2.9bn45 holders, $73.9bn
TOL

Toll Brothers Inc

Holders
22
Reported value
$1.7bn
Buyers
13
Sellers
10

Breadth +3 among 95 comparable managers.

Industrials
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 48 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TOL (8)

Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Lone Pine Capital LLC, Moore Capital Management LP, Point72 Asset Management LP

Only LRCX (26)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, and 1 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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