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NVR · 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.

NVRLRCX
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.
  • NVR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterNVRLRCX
Q3 202018 holders, $2.7bnnone listed holders, n.a.
Q4 202020 holders, $2.5bnnone listed holders, n.a.
Q1 202115 holders, $2.6bnnone listed holders, n.a.
Q2 202110 holders, $2.1bnnone listed holders, n.a.
Q3 202111 holders, $2.0bnnone listed holders, n.a.
Q4 202114 holders, $2.6bnnone listed holders, n.a.
Q1 202212 holders, $1.6bnnone listed holders, n.a.
Q2 202212 holders, $1.4bnnone listed holders, n.a.
Q3 202214 holders, $1.5bnnone listed holders, n.a.
Q4 202214 holders, $1.9bnnone listed holders, n.a.
Q1 202315 holders, $2.3bnnone listed holders, n.a.
Q2 202319 holders, $3.0bnnone listed holders, n.a.
Q3 202319 holders, $2.9bnnone listed holders, n.a.
Q4 202321 holders, $3.0bnnone listed holders, n.a.
Q1 202423 holders, $3.5bnnone listed holders, n.a.
Q2 202423 holders, $2.8bnnone listed holders, n.a.
Q3 202420 holders, $3.7bn2 holders, $624m
Q4 202414 holders, $2.8bn41 holders, $9.6bn
Q1 202515 holders, $2.2bn40 holders, $9.3bn
Q2 202516 holders, $2.4bn35 holders, $11.4bn
Q3 202513 holders, $2.6bn40 holders, $17.6bn
Q4 202513 holders, $2.3bn37 holders, $29.2bn
Q1 202613 holders, $1.9bn43 holders, $36.2bn
Q2 202612 holders, $2.2bn45 holders, $73.9bn
NVR

NVR Inc

Holders
16
Reported value
$2.4bn
Buyers
11
Sellers
5

Breadth +6 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 NVR (6)

Berkshire Hathaway Inc, Capital World Investors, Markel Group Inc, Renaissance Technologies LLC, Voloridge Investment Management LLC, Wellington Management Group LLP

Only LRCX (25)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC

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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