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DHT · 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.

DHTLRCX
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.
  • DHT
  • LRCX
0204060202020212023202420252026
Holders and value by quarter
QuarterDHTLRCX
Q1 20207 holders, $108mnone listed holders, n.a.
Q2 20204 holders, $75mnone listed holders, n.a.
Q3 20204 holders, $66mnone listed holders, n.a.
Q4 20201 holders, $377knone listed holders, n.a.
Q1 20212 holders, $41mnone listed holders, n.a.
Q2 20212 holders, $39mnone listed holders, n.a.
Q3 20211 holders, $32mnone listed holders, n.a.
Q2 20221 holders, $1.6mnone listed holders, n.a.
Q3 20223 holders, $17mnone listed holders, n.a.
Q4 20226 holders, $40mnone listed holders, n.a.
Q1 20236 holders, $129mnone listed holders, n.a.
Q2 20237 holders, $111mnone listed holders, n.a.
Q3 20235 holders, $116mnone listed holders, n.a.
Q4 20234 holders, $73mnone listed holders, n.a.
Q1 20246 holders, $122mnone listed holders, n.a.
Q2 20246 holders, $150mnone listed holders, n.a.
Q3 20246 holders, $118m2 holders, $624m
Q4 20242 holders, $65m41 holders, $9.6bn
Q1 20251 holders, $69m40 holders, $9.3bn
Q2 20251 holders, $82m35 holders, $11.4bn
Q3 20252 holders, $125m40 holders, $17.6bn
Q4 20252 holders, $118m37 holders, $29.2bn
Q1 20268 holders, $328m43 holders, $36.2bn
Q2 20267 holders, $289m45 holders, $73.9bn
DHT

DHT Holdings Inc

Holders
2
Reported value
$125m
Buyers
1
Sellers
0

Breadth +1 among 95 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
40
Reported value
$17.6bn
Buyers
24
Sellers
16

Breadth +8 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only DHT (2)

Greenlight Capital, Renaissance Technologies LLC

Only LRCX (40)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, and 15 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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