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ALG · 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.

ALGLRCX
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.
  • ALG
  • LRCX
02040602014201620182020202420252026
Holders and value by quarter
QuarterALGLRCX
Q3 20131 holders, $1.9mnone listed holders, n.a.
Q4 20131 holders, $2.2mnone listed holders, n.a.
Q1 20141 holders, $1.8mnone listed holders, n.a.
Q1 20161 holders, $602knone listed holders, n.a.
Q2 20161 holders, $620knone listed holders, n.a.
Q3 20161 holders, $791knone listed holders, n.a.
Q4 20161 holders, $426knone listed holders, n.a.
Q1 20182 holders, $5.1mnone listed holders, n.a.
Q3 20191 holders, $1.8mnone listed holders, n.a.
Q1 20201 holders, $37knone listed holders, n.a.
Q4 20231 holders, $25mnone listed holders, n.a.
Q1 20241 holders, $39mnone listed holders, n.a.
Q2 20241 holders, $30mnone listed holders, n.a.
Q3 20241 holders, $32m2 holders, $624m
Q4 20241 holders, $33m41 holders, $9.6bn
Q1 20252 holders, $31m40 holders, $9.3bn
Q2 20251 holders, $34m35 holders, $11.4bn
Q3 20251 holders, $4.4m40 holders, $17.6bn
Q4 20251 holders, $1.9m37 holders, $29.2bn
Q1 2026none listed holders, n.a.43 holders, $36.2bn
Q2 20262 holders, $6.9m45 holders, $73.9bn
ALG

Alamo Group Inc

Holders
0
Reported value
$0
Buyers
10
Sellers
11

Breadth -1 among 91 comparable managers.

Industrials
LRCX

Lam Research Corp

Holders
43
Reported value
$36.2bn
Buyers
26
Sellers
26

Breadth 0 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only ALG (0)

None.

Only LRCX (43)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, and 18 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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