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NVT · 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.

NVTLRCX
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.
  • NVT
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterNVTLRCX
Q3 202013 holders, $329mnone listed holders, n.a.
Q4 20206 holders, $235mnone listed holders, n.a.
Q1 20216 holders, $235mnone listed holders, n.a.
Q2 20217 holders, $309mnone listed holders, n.a.
Q3 202113 holders, $456mnone listed holders, n.a.
Q4 202112 holders, $576mnone listed holders, n.a.
Q1 202213 holders, $618mnone listed holders, n.a.
Q2 202212 holders, $515mnone listed holders, n.a.
Q3 202212 holders, $478mnone listed holders, n.a.
Q4 202216 holders, $477mnone listed holders, n.a.
Q1 202316 holders, $579mnone listed holders, n.a.
Q2 202315 holders, $687mnone listed holders, n.a.
Q3 202315 holders, $750mnone listed holders, n.a.
Q4 202315 holders, $1.4bnnone listed holders, n.a.
Q1 202416 holders, $1.7bnnone listed holders, n.a.
Q2 202421 holders, $2.0bnnone listed holders, n.a.
Q3 202413 holders, $799m2 holders, $624m
Q4 202412 holders, $1.1bn41 holders, $9.6bn
Q1 202515 holders, $860m40 holders, $9.3bn
Q2 202516 holders, $1.4bn35 holders, $11.4bn
Q3 202521 holders, $2.4bn40 holders, $17.6bn
Q4 202525 holders, $2.4bn37 holders, $29.2bn
Q1 202620 holders, $2.5bn43 holders, $36.2bn
Q2 202628 holders, $4.0bn45 holders, $73.9bn
NVT

Nvent Electric PLC

Holders
28
Reported value
$4.0bn
Buyers
22
Sellers
17

Breadth +5 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 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NVT (8)

Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC

Only LRCX (25)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Polen Capital Management LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, 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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