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ZBRA · 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.

ZBRALRCX
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.
  • ZBRA
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterZBRALRCX
Q3 202015 holders, $1.0bnnone listed holders, n.a.
Q4 202013 holders, $1.6bnnone listed holders, n.a.
Q1 202112 holders, $2.5bnnone listed holders, n.a.
Q2 202115 holders, $2.9bnnone listed holders, n.a.
Q3 202118 holders, $2.9bnnone listed holders, n.a.
Q4 202114 holders, $2.8bnnone listed holders, n.a.
Q1 202215 holders, $2.0bnnone listed holders, n.a.
Q2 202218 holders, $1.5bnnone listed holders, n.a.
Q3 202213 holders, $1.2bnnone listed holders, n.a.
Q4 202213 holders, $1.0bnnone listed holders, n.a.
Q1 20238 holders, $842mnone listed holders, n.a.
Q2 20238 holders, $1.0bnnone listed holders, n.a.
Q3 20238 holders, $726mnone listed holders, n.a.
Q4 20239 holders, $946mnone listed holders, n.a.
Q1 202411 holders, $1.2bnnone listed holders, n.a.
Q2 202410 holders, $1.3bnnone listed holders, n.a.
Q3 202413 holders, $1.4bn2 holders, $624m
Q4 202417 holders, $1.7bn41 holders, $9.6bn
Q1 202518 holders, $1.4bn40 holders, $9.3bn
Q2 202518 holders, $1.6bn35 holders, $11.4bn
Q3 202522 holders, $1.7bn40 holders, $17.6bn
Q4 202513 holders, $950m37 holders, $29.2bn
Q1 20268 holders, $432m43 holders, $36.2bn
Q2 20269 holders, $1.4bn45 holders, $73.9bn
ZBRA

Zebra Technologies Corporati

Holders
18
Reported value
$1.6bn
Buyers
15
Sellers
4

Breadth +11 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ZBRA (3)

Balyasny Asset Management LLC, Point72 Asset Management LP, Rokos Capital Management LLP

Only LRCX (20)

Appaloosa LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, 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, Two Sigma Investments LP, 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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