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MMYT · 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.

MMYTLRCX
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.
  • MMYT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterMMYTLRCX
Q3 20202 holders, $131mnone listed holders, n.a.
Q4 20202 holders, $223mnone listed holders, n.a.
Q1 20212 holders, $242mnone listed holders, n.a.
Q2 20212 holders, $219mnone listed holders, n.a.
Q3 20212 holders, $210mnone listed holders, n.a.
Q4 20213 holders, $203mnone listed holders, n.a.
Q1 20223 holders, $207mnone listed holders, n.a.
Q2 20224 holders, $219mnone listed holders, n.a.
Q3 20226 holders, $248mnone listed holders, n.a.
Q4 20224 holders, $216mnone listed holders, n.a.
Q1 20234 holders, $183mnone listed holders, n.a.
Q2 20235 holders, $217mnone listed holders, n.a.
Q3 20237 holders, $377mnone listed holders, n.a.
Q4 20236 holders, $448mnone listed holders, n.a.
Q1 20248 holders, $603mnone listed holders, n.a.
Q2 20248 holders, $878mnone listed holders, n.a.
Q3 20247 holders, $864m2 holders, $624m
Q4 20249 holders, $994m41 holders, $9.6bn
Q1 202510 holders, $1.4bn40 holders, $9.3bn
Q2 202512 holders, $2.1bn35 holders, $11.4bn
Q3 202515 holders, $2.2bn40 holders, $17.6bn
Q4 202511 holders, $1.5bn37 holders, $29.2bn
Q1 20265 holders, $890m43 holders, $36.2bn
Q2 20267 holders, $1.4bn45 holders, $73.9bn
MMYT

Makemytrip Limited Mauritius

Holders
12
Reported value
$2.1bn
Buyers
11
Sellers
1

Breadth +10 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MMYT (6)

Baillie Gifford & Co, Capital World Investors, PDT Partners LLC, Point72 Asset Management LP, Polen Capital Management LLC, Voloridge Investment Management LLC

Only LRCX (29)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management 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, Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, and 4 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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