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SAIA · 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.

SAIALRCX
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.
  • SAIA
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterSAIALRCX
Q3 20207 holders, $356mnone listed holders, n.a.
Q4 20206 holders, $444mnone listed holders, n.a.
Q1 20218 holders, $755mnone listed holders, n.a.
Q2 20218 holders, $508mnone listed holders, n.a.
Q3 20218 holders, $592mnone listed holders, n.a.
Q4 202112 holders, $1.3bnnone listed holders, n.a.
Q1 20228 holders, $839mnone listed holders, n.a.
Q2 20229 holders, $1.1bnnone listed holders, n.a.
Q3 20226 holders, $1.1bnnone listed holders, n.a.
Q4 20229 holders, $1.4bnnone listed holders, n.a.
Q1 20239 holders, $1.7bnnone listed holders, n.a.
Q2 202317 holders, $2.7bnnone listed holders, n.a.
Q3 202317 holders, $2.7bnnone listed holders, n.a.
Q4 202314 holders, $2.8bnnone listed holders, n.a.
Q1 202415 holders, $3.4bnnone listed holders, n.a.
Q2 202412 holders, $2.9bnnone listed holders, n.a.
Q3 202411 holders, $3.0bn2 holders, $624m
Q4 202414 holders, $3.3bn41 holders, $9.6bn
Q1 202514 holders, $2.4bn40 holders, $9.3bn
Q2 202513 holders, $2.0bn35 holders, $11.4bn
Q3 202514 holders, $2.2bn40 holders, $17.6bn
Q4 202511 holders, $2.5bn37 holders, $29.2bn
Q1 202612 holders, $2.3bn43 holders, $36.2bn
Q2 202614 holders, $2.6bn45 holders, $73.9bn
SAIA

Saia Inc

Holders
12
Reported value
$2.3bn
Buyers
19
Sellers
14

Breadth +5 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 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SAIA (3)

Capital World Investors, Hudson Bay Capital Management LP, Maverick Capital Ltd

Only LRCX (34)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Polen Capital Management LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 9 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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