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AME · 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.

AMELRCX
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.
  • AME
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterAMELRCX
Q3 202020 holders, $3.2bnnone listed holders, n.a.
Q4 202020 holders, $4.1bnnone listed holders, n.a.
Q1 202121 holders, $3.9bnnone listed holders, n.a.
Q2 202121 holders, $4.1bnnone listed holders, n.a.
Q3 202127 holders, $4.2bnnone listed holders, n.a.
Q4 202128 holders, $4.7bnnone listed holders, n.a.
Q1 202226 holders, $4.3bnnone listed holders, n.a.
Q2 202232 holders, $3.6bnnone listed holders, n.a.
Q3 202230 holders, $3.8bnnone listed holders, n.a.
Q4 202228 holders, $4.9bnnone listed holders, n.a.
Q1 202327 holders, $5.8bnnone listed holders, n.a.
Q2 202325 holders, $6.4bnnone listed holders, n.a.
Q3 202328 holders, $5.7bnnone listed holders, n.a.
Q4 202322 holders, $5.9bnnone listed holders, n.a.
Q1 202423 holders, $6.2bnnone listed holders, n.a.
Q2 202424 holders, $6.3bnnone listed holders, n.a.
Q3 202422 holders, $6.3bn2 holders, $624m
Q4 202426 holders, $6.3bn41 holders, $9.6bn
Q1 202525 holders, $5.5bn40 holders, $9.3bn
Q2 202531 holders, $6.0bn35 holders, $11.4bn
Q3 202532 holders, $6.2bn40 holders, $17.6bn
Q4 202531 holders, $7.3bn37 holders, $29.2bn
Q1 202634 holders, $7.1bn43 holders, $36.2bn
Q2 202634 holders, $7.6bn45 holders, $73.9bn
AME

Ametek Inc

Holders
34
Reported value
$7.6bn
Buyers
20
Sellers
22

Breadth -2 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
LRCX

Lam Research Corp

Holders
45
Reported value
$73.9bn
Buyers
24
Sellers
30

Breadth -6 among 91 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AME (9)

ARK Investment Management LLC, Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only LRCX (20)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Discovery Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Maverick Capital Ltd, Moore Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Susquehanna International Group LLP, Tiger Global Management LLC, Verition Fund Management LLC, Whale Rock Capital Management LLC, Woodline Partners LP

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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