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MIR · 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.

MIRLRCX
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.
  • MIR
  • LRCX
020406020222023202420252026
Holders and value by quarter
QuarterMIRLRCX
Q4 20212 holders, $10mnone listed holders, n.a.
Q1 20221 holders, $3.0mnone listed holders, n.a.
Q2 20221 holders, $2.0mnone listed holders, n.a.
Q3 20221 holders, $88mnone listed holders, n.a.
Q4 20221 holders, $77mnone listed holders, n.a.
Q1 20234 holders, $105mnone listed holders, n.a.
Q2 20232 holders, $84mnone listed holders, n.a.
Q3 20232 holders, $71mnone listed holders, n.a.
Q4 20232 holders, $104mnone listed holders, n.a.
Q1 20243 holders, $116mnone listed holders, n.a.
Q2 20243 holders, $103mnone listed holders, n.a.
Q3 20244 holders, $105m2 holders, $624m
Q4 20247 holders, $349m41 holders, $9.6bn
Q1 20254 holders, $291m40 holders, $9.3bn
Q2 20258 holders, $442m35 holders, $11.4bn
Q3 20259 holders, $431m40 holders, $17.6bn
Q4 20256 holders, $241m37 holders, $29.2bn
Q1 20267 holders, $261m43 holders, $36.2bn
Q2 20268 holders, $287m45 holders, $73.9bn
MIR

Mirion Technologies Inc

Holders
9
Reported value
$431m
Buyers
5
Sellers
5

Breadth 0 among 95 comparable managers.

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

Only MIR (4)

Davidson Kempner Capital Management LP, Element Capital Management LLC, GAMCO Investors Inc, Polen Capital Management LLC

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, 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), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, and 10 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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