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LSTR · 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.

LSTRLRCX
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.
  • LSTR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterLSTRLRCX
Q3 20205 holders, $291mnone listed holders, n.a.
Q4 20205 holders, $61mnone listed holders, n.a.
Q1 20215 holders, $318mnone listed holders, n.a.
Q2 20215 holders, $63mnone listed holders, n.a.
Q3 20215 holders, $59mnone listed holders, n.a.
Q4 20217 holders, $361mnone listed holders, n.a.
Q1 20227 holders, $324mnone listed holders, n.a.
Q2 20227 holders, $364mnone listed holders, n.a.
Q3 20228 holders, $131mnone listed holders, n.a.
Q4 20225 holders, $113mnone listed holders, n.a.
Q1 20235 holders, $102mnone listed holders, n.a.
Q2 20235 holders, $100mnone listed holders, n.a.
Q3 20235 holders, $86mnone listed holders, n.a.
Q4 20237 holders, $116mnone listed holders, n.a.
Q1 20246 holders, $153mnone listed holders, n.a.
Q2 20247 holders, $193mnone listed holders, n.a.
Q3 20245 holders, $130m2 holders, $624m
Q4 20245 holders, $108m41 holders, $9.6bn
Q1 20256 holders, $54m40 holders, $9.3bn
Q2 20255 holders, $31m35 holders, $11.4bn
Q3 20253 holders, $37m40 holders, $17.6bn
Q4 20254 holders, $150m37 holders, $29.2bn
Q1 20267 holders, $440m43 holders, $36.2bn
Q2 20269 holders, $699m45 holders, $73.9bn
LSTR

Landstar Sys Inc

Holders
5
Reported value
$31m
Buyers
5
Sellers
0

Breadth +5 among 95 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
35
Reported value
$11.4bn
Buyers
19
Sellers
18

Breadth +1 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LSTR (1)

Voloridge Investment Management LLC

Only LRCX (31)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, and 6 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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