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ESAB · 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.

ESABLRCX
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.
  • ESAB
  • LRCX
02040602023202420252026
Holders and value by quarter
QuarterESABLRCX
Q2 20222 holders, $282mnone listed holders, n.a.
Q3 20221 holders, $13mnone listed holders, n.a.
Q4 20223 holders, $137mnone listed holders, n.a.
Q1 20235 holders, $373mnone listed holders, n.a.
Q2 20234 holders, $481mnone listed holders, n.a.
Q3 20236 holders, $542mnone listed holders, n.a.
Q4 20238 holders, $843mnone listed holders, n.a.
Q1 20249 holders, $1.1bnnone listed holders, n.a.
Q2 20248 holders, $921mnone listed holders, n.a.
Q3 20246 holders, $1.0bn2 holders, $624m
Q4 20243 holders, $1.2bn41 holders, $9.6bn
Q1 20256 holders, $1.3bn40 holders, $9.3bn
Q2 20255 holders, $1.3bn35 holders, $11.4bn
Q3 20257 holders, $1.1bn40 holders, $17.6bn
Q4 20258 holders, $940m37 holders, $29.2bn
Q1 20266 holders, $889m43 holders, $36.2bn
Q2 20267 holders, $1.2bn45 holders, $73.9bn
ESAB

Esab Corporation

Holders
6
Reported value
$889m
Buyers
15
Sellers
19

Breadth -4 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ESAB (1)

Durable Capital Partners LP

Only LRCX (38)

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, 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, Moore Capital Management LP, PDT Partners LLC, and 13 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.

Back to the 13F Explorer →