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TEL · 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.

TELLRCX
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.
  • TEL
  • LRCX
0204060Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterTELLRCX
Q3 202425 holders, $9.2bn2 holders, $624m
Q4 202424 holders, $9.2bn41 holders, $9.6bn
Q1 202521 holders, $8.6bn40 holders, $9.3bn
Q2 202521 holders, $9.6bn35 holders, $11.4bn
Q3 202535 holders, $13.4bn40 holders, $17.6bn
Q4 202534 holders, $13.6bn37 holders, $29.2bn
Q1 202633 holders, $12.4bn43 holders, $36.2bn
Q2 202628 holders, $11.8bn45 holders, $73.9bn
TEL

Te Connectivity PLC

Holders
34
Reported value
$13.6bn
Buyers
20
Sellers
22

Breadth -2 among 92 comparable managers.

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

Only TEL (13)

Capital World Investors, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP

Only LRCX (16)

Appaloosa LP, Artisan Partners LP, Capital Research Global Investors, Coatue Management LLC, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Maverick Capital Ltd, Neuberger Berman Group LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Woodline Partners LP

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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