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TRNS · 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.

TRNSLRCX
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.
  • TRNS
  • LRCX
0204060201920222023202420252026
Holders and value by quarter
QuarterTRNSLRCX
Q1 20191 holders, $593knone listed holders, n.a.
Q2 20211 holders, $45mnone listed holders, n.a.
Q3 20211 holders, $53mnone listed holders, n.a.
Q4 20211 holders, $76mnone listed holders, n.a.
Q1 20221 holders, $67mnone listed holders, n.a.
Q2 20221 holders, $47mnone listed holders, n.a.
Q3 20221 holders, $63mnone listed holders, n.a.
Q4 20221 holders, $60mnone listed holders, n.a.
Q1 20231 holders, $74mnone listed holders, n.a.
Q2 20231 holders, $69mnone listed holders, n.a.
Q3 20231 holders, $78mnone listed holders, n.a.
Q4 20231 holders, $86mnone listed holders, n.a.
Q1 20241 holders, $85mnone listed holders, n.a.
Q2 20241 holders, $99mnone listed holders, n.a.
Q3 20241 holders, $104m2 holders, $624m
Q4 20241 holders, $92m41 holders, $9.6bn
Q1 20251 holders, $69m40 holders, $9.3bn
Q2 20251 holders, $77m35 holders, $11.4bn
Q3 20251 holders, $64m40 holders, $17.6bn
Q4 20253 holders, $56m37 holders, $29.2bn
Q1 20262 holders, $72m43 holders, $36.2bn
Q2 20262 holders, $88m45 holders, $73.9bn
TRNS

Transcat Inc

Holders
3
Reported value
$56m
Buyers
18
Sellers
8

Breadth +10 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TRNS (2)

Caxton Associates LLP, First Eagle Investment Management LLC

Only LRCX (36)

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, Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, and 11 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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