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SNX · 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.

SNXLRCX
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.
  • SNX
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterSNXLRCX
Q3 20207 holders, $1.0bnnone listed holders, n.a.
Q4 20205 holders, $486mnone listed holders, n.a.
Q1 20214 holders, $682mnone listed holders, n.a.
Q2 20213 holders, $693mnone listed holders, n.a.
Q3 20214 holders, $627mnone listed holders, n.a.
Q4 20214 holders, $686mnone listed holders, n.a.
Q1 20223 holders, $638mnone listed holders, n.a.
Q2 20222 holders, $563mnone listed holders, n.a.
Q3 20223 holders, $522mnone listed holders, n.a.
Q4 20222 holders, $594mnone listed holders, n.a.
Q1 20238 holders, $729mnone listed holders, n.a.
Q2 20234 holders, $720mnone listed holders, n.a.
Q3 20232 holders, $797mnone listed holders, n.a.
Q4 20239 holders, $933mnone listed holders, n.a.
Q1 202417 holders, $1.5bnnone listed holders, n.a.
Q2 202413 holders, $1.2bnnone listed holders, n.a.
Q3 202410 holders, $1.3bn2 holders, $624m
Q4 20249 holders, $1.3bn41 holders, $9.6bn
Q1 20255 holders, $1.1bn40 holders, $9.3bn
Q2 20255 holders, $1.3bn35 holders, $11.4bn
Q3 20256 holders, $1.3bn40 holders, $17.6bn
Q4 20258 holders, $1.0bn37 holders, $29.2bn
Q1 20268 holders, $1.7bn43 holders, $36.2bn
Q2 202616 holders, $3.3bn45 holders, $73.9bn
SNX

TD Synnex Corporation

Holders
6
Reported value
$1.3bn
Buyers
4
Sellers
2

Breadth +2 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SNX (1)

Greenlight Capital

Only LRCX (35)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, 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, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, 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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