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RUN · 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.

RUNLRCX
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.
  • RUN
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterRUNLRCX
Q3 202011 holders, $4.2bnnone listed holders, n.a.
Q4 202019 holders, $5.2bnnone listed holders, n.a.
Q1 202119 holders, $4.3bnnone listed holders, n.a.
Q2 202116 holders, $3.5bnnone listed holders, n.a.
Q3 202111 holders, $2.4bnnone listed holders, n.a.
Q4 202110 holders, $1.4bnnone listed holders, n.a.
Q1 20227 holders, $316mnone listed holders, n.a.
Q2 20225 holders, $126mnone listed holders, n.a.
Q3 20228 holders, $110mnone listed holders, n.a.
Q4 20229 holders, $147mnone listed holders, n.a.
Q1 20239 holders, $149mnone listed holders, n.a.
Q2 20236 holders, $90mnone listed holders, n.a.
Q3 20234 holders, $50mnone listed holders, n.a.
Q4 202310 holders, $233mnone listed holders, n.a.
Q1 20245 holders, $94mnone listed holders, n.a.
Q2 20245 holders, $95mnone listed holders, n.a.
Q3 20248 holders, $163m2 holders, $624m
Q4 20244 holders, $20m41 holders, $9.6bn
Q1 20253 holders, $37m40 holders, $9.3bn
Q2 20252 holders, $92m35 holders, $11.4bn
Q3 202511 holders, $451m40 holders, $17.6bn
Q4 202513 holders, $519m37 holders, $29.2bn
Q1 20268 holders, $256m43 holders, $36.2bn
Q2 20267 holders, $264m45 holders, $73.9bn
RUN

Sunrun Inc

Holders
11
Reported value
$451m
Buyers
9
Sellers
2

Breadth +7 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RUN (4)

Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Soros Fund Management LLC

Only LRCX (33)

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, Citadel Advisors LLC, Coatue Management LLC, 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, MFS Investment Management, Millennium Management LLC, and 8 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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