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SNA · 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.

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.
  • SNA
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterSNALRCX
Q3 20205 holders, $347mnone listed holders, n.a.
Q4 20205 holders, $335mnone listed holders, n.a.
Q1 20213 holders, $471mnone listed holders, n.a.
Q2 20218 holders, $449mnone listed holders, n.a.
Q3 20218 holders, $200mnone listed holders, n.a.
Q4 20218 holders, $195mnone listed holders, n.a.
Q1 20227 holders, $183mnone listed holders, n.a.
Q2 20229 holders, $176mnone listed holders, n.a.
Q3 20229 holders, $186mnone listed holders, n.a.
Q4 202210 holders, $200mnone listed holders, n.a.
Q1 20238 holders, $397mnone listed holders, n.a.
Q2 202310 holders, $356mnone listed holders, n.a.
Q3 202310 holders, $326mnone listed holders, n.a.
Q4 20238 holders, $330mnone listed holders, n.a.
Q1 20247 holders, $287mnone listed holders, n.a.
Q2 20248 holders, $254mnone listed holders, n.a.
Q3 202411 holders, $295m2 holders, $624m
Q4 20246 holders, $177m41 holders, $9.6bn
Q1 20259 holders, $307m40 holders, $9.3bn
Q2 202510 holders, $259m35 holders, $11.4bn
Q3 20255 holders, $217m40 holders, $17.6bn
Q4 20255 holders, $228m37 holders, $29.2bn
Q1 20269 holders, $284m43 holders, $36.2bn
Q2 20265 holders, $288m45 holders, $73.9bn
SNA

Snap On Inc

Holders
9
Reported value
$284m
Buyers
19
Sellers
12

Breadth +7 among 91 comparable managers.

LRCX

Lam Research Corp

Holders
43
Reported value
$36.2bn
Buyers
26
Sellers
26

Breadth 0 among 91 comparable managers.

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.

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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