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CSX · 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.

CSXLRCX
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.
  • CSX
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterCSXLRCX
Q3 202028 holders, $13.7bnnone listed holders, n.a.
Q4 202027 holders, $15.8bnnone listed holders, n.a.
Q1 202129 holders, $17.0bnnone listed holders, n.a.
Q2 202125 holders, $16.7bnnone listed holders, n.a.
Q3 202124 holders, $15.0bnnone listed holders, n.a.
Q4 202129 holders, $19.6bnnone listed holders, n.a.
Q1 202228 holders, $18.0bnnone listed holders, n.a.
Q2 202234 holders, $13.0bnnone listed holders, n.a.
Q3 202233 holders, $10.7bnnone listed holders, n.a.
Q4 202231 holders, $11.8bnnone listed holders, n.a.
Q1 202329 holders, $11.3bnnone listed holders, n.a.
Q2 202326 holders, $11.7bnnone listed holders, n.a.
Q3 202329 holders, $9.4bnnone listed holders, n.a.
Q4 202322 holders, $9.4bnnone listed holders, n.a.
Q1 202431 holders, $9.4bnnone listed holders, n.a.
Q2 202429 holders, $7.2bnnone listed holders, n.a.
Q3 202424 holders, $6.7bn2 holders, $624m
Q4 202423 holders, $5.7bn41 holders, $9.6bn
Q1 202528 holders, $4.6bn40 holders, $9.3bn
Q2 202528 holders, $5.8bn35 holders, $11.4bn
Q3 202532 holders, $6.9bn40 holders, $17.6bn
Q4 202530 holders, $8.5bn37 holders, $29.2bn
Q1 202620 holders, $9.5bn43 holders, $36.2bn
Q2 202629 holders, $11.0bn45 holders, $73.9bn
CSX

CSX Corp

Holders
29
Reported value
$11.0bn
Buyers
29
Sellers
13

Breadth +16 among 91 comparable managers.

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

Only CSX (6)

Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Markel Group Inc, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd

Only LRCX (22)

Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Quantbot Technologies LP, Susquehanna International Group LLP, Tiger Global Management LLC, Two Sigma Investments LP, Wellington Management Group LLP, Whale Rock Capital Management LLC

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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