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ST · 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.

STLRCX
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.
  • ST
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterSTLRCX
Q3 202014 holders, $1.6bnnone listed holders, n.a.
Q4 202014 holders, $1.8bnnone listed holders, n.a.
Q1 20219 holders, $1.8bnnone listed holders, n.a.
Q2 202112 holders, $1.7bnnone listed holders, n.a.
Q3 202112 holders, $1.6bnnone listed holders, n.a.
Q4 202111 holders, $1.7bnnone listed holders, n.a.
Q1 202210 holders, $2.0bnnone listed holders, n.a.
Q2 20228 holders, $1.9bnnone listed holders, n.a.
Q3 202214 holders, $1.5bnnone listed holders, n.a.
Q4 202211 holders, $1.6bnnone listed holders, n.a.
Q1 202312 holders, $2.0bnnone listed holders, n.a.
Q2 202313 holders, $1.9bnnone listed holders, n.a.
Q3 202313 holders, $1.4bnnone listed holders, n.a.
Q4 202314 holders, $1.4bnnone listed holders, n.a.
Q1 202411 holders, $1.2bnnone listed holders, n.a.
Q2 202413 holders, $1.5bnnone listed holders, n.a.
Q3 202410 holders, $1.4bn2 holders, $624m
Q4 202410 holders, $987m41 holders, $9.6bn
Q1 20259 holders, $959m40 holders, $9.3bn
Q2 20259 holders, $1.2bn35 holders, $11.4bn
Q3 20257 holders, $1.3bn40 holders, $17.6bn
Q4 20256 holders, $1.3bn37 holders, $29.2bn
Q1 20266 holders, $1.1bn43 holders, $36.2bn
Q2 20264 holders, $1.2bn45 holders, $73.9bn
ST

Sensata Technologies HLDNG P

Holders
6
Reported value
$1.1bn
Buyers
15
Sellers
16

Breadth -1 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 ST (1)

Hudson Bay Capital Management LP

Only LRCX (38)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management 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, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, 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.

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