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GGG · 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.

GGGLRCX
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.
  • GGG
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterGGGLRCX
Q3 202012 holders, $781mnone listed holders, n.a.
Q4 202010 holders, $899mnone listed holders, n.a.
Q1 202110 holders, $391mnone listed holders, n.a.
Q2 202113 holders, $696mnone listed holders, n.a.
Q3 202112 holders, $353mnone listed holders, n.a.
Q4 202116 holders, $751mnone listed holders, n.a.
Q1 202210 holders, $352mnone listed holders, n.a.
Q2 202210 holders, $412mnone listed holders, n.a.
Q3 202212 holders, $417mnone listed holders, n.a.
Q4 202214 holders, $615mnone listed holders, n.a.
Q1 202312 holders, $595mnone listed holders, n.a.
Q2 20239 holders, $684mnone listed holders, n.a.
Q3 202310 holders, $563mnone listed holders, n.a.
Q4 202312 holders, $755mnone listed holders, n.a.
Q1 20249 holders, $823mnone listed holders, n.a.
Q2 202414 holders, $749mnone listed holders, n.a.
Q3 202410 holders, $602m2 holders, $624m
Q4 202412 holders, $692m41 holders, $9.6bn
Q1 202514 holders, $734m40 holders, $9.3bn
Q2 202515 holders, $748m35 holders, $11.4bn
Q3 202514 holders, $561m40 holders, $17.6bn
Q4 202519 holders, $702m37 holders, $29.2bn
Q1 202616 holders, $817m43 holders, $36.2bn
Q2 202612 holders, $680m45 holders, $73.9bn
GGG

Graco Inc

Holders
19
Reported value
$702m
Buyers
23
Sellers
15

Breadth +8 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GGG (8)

Capital World Investors, Caxton Associates LLP, GAMCO Investors Inc, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Winton Group Ltd

Only LRCX (26)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 1 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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