L3VLUP
ProSign in

ACMR · 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.

ACMRLRCX
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.
  • ACMR
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterACMRLRCX
Q3 20202 holders, $23mnone listed holders, n.a.
Q4 20203 holders, $36mnone listed holders, n.a.
Q1 20212 holders, $3.4mnone listed holders, n.a.
Q2 20211 holders, $22knone listed holders, n.a.
Q3 20211 holders, $24knone listed holders, n.a.
Q4 20211 holders, $19knone listed holders, n.a.
Q1 20221 holders, $14knone listed holders, n.a.
Q2 20221 holders, $11knone listed holders, n.a.
Q3 20221 holders, $8knone listed holders, n.a.
Q4 20223 holders, $1.6mnone listed holders, n.a.
Q1 20232 holders, $1.2mnone listed holders, n.a.
Q2 20231 holders, $1.0mnone listed holders, n.a.
Q3 20232 holders, $14mnone listed holders, n.a.
Q4 20232 holders, $15mnone listed holders, n.a.
Q1 20241 holders, $25mnone listed holders, n.a.
Q2 20241 holders, $20mnone listed holders, n.a.
Q3 20242 holders, $16m2 holders, $624m
Q4 20243 holders, $8.4m41 holders, $9.6bn
Q1 20254 holders, $27m40 holders, $9.3bn
Q2 20252 holders, $33m35 holders, $11.4bn
Q3 20254 holders, $66m40 holders, $17.6bn
Q4 20255 holders, $125m37 holders, $29.2bn
Q1 20263 holders, $78m43 holders, $36.2bn
Q2 20266 holders, $411m45 holders, $73.9bn
ACMR

ACM Research

Holders
5
Reported value
$125m
Buyers
12
Sellers
17

Breadth -5 among 92 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
37
Reported value
$29.2bn
Buyers
23
Sellers
26

Breadth -3 among 92 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ACMR (3)

Dodge & Cox, PDT Partners LLC, Southeastern Asset Management Inc

Only LRCX (35)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, 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.

Back to the 13F Explorer →