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TT · 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.

TTLRCX
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.
  • TT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTTLRCX
Q3 202011 holders, $4.4bnnone listed holders, n.a.
Q4 202015 holders, $5.2bnnone listed holders, n.a.
Q1 202112 holders, $4.9bnnone listed holders, n.a.
Q2 202112 holders, $5.1bnnone listed holders, n.a.
Q3 202116 holders, $4.7bnnone listed holders, n.a.
Q4 202116 holders, $5.7bnnone listed holders, n.a.
Q1 202221 holders, $4.4bnnone listed holders, n.a.
Q2 202227 holders, $3.8bnnone listed holders, n.a.
Q3 202225 holders, $4.2bnnone listed holders, n.a.
Q4 202225 holders, $4.3bnnone listed holders, n.a.
Q1 202319 holders, $4.4bnnone listed holders, n.a.
Q2 202325 holders, $4.4bnnone listed holders, n.a.
Q3 202323 holders, $4.6bnnone listed holders, n.a.
Q4 202322 holders, $5.3bnnone listed holders, n.a.
Q1 202421 holders, $6.3bnnone listed holders, n.a.
Q2 202431 holders, $8.2bnnone listed holders, n.a.
Q3 202431 holders, $9.3bn2 holders, $624m
Q4 202428 holders, $8.4bn41 holders, $9.6bn
Q1 202526 holders, $8.1bn40 holders, $9.3bn
Q2 202524 holders, $10.8bn35 holders, $11.4bn
Q3 202524 holders, $10.6bn40 holders, $17.6bn
Q4 202531 holders, $10.2bn37 holders, $29.2bn
Q1 202628 holders, $10.6bn43 holders, $36.2bn
Q2 202625 holders, $13.3bn45 holders, $73.9bn
TT

Trane Technologies PLC

Holders
31
Reported value
$10.2bn
Buyers
22
Sellers
16

Breadth +6 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 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TT (10)

Capital World Investors, GAMCO Investors Inc, Hudson Bay Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd

Only LRCX (16)

Appaloosa LP, Artisan Partners LP, Balyasny Asset Management LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Element Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC

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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