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RRX · 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.

RRXLRCX
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.
  • RRX
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterRRXLRCX
Q3 20207 holders, $929mnone listed holders, n.a.
Q4 20209 holders, $1.1bnnone listed holders, n.a.
Q1 202110 holders, $1.2bnnone listed holders, n.a.
Q2 20219 holders, $1.2bnnone listed holders, n.a.
Q3 20219 holders, $1.4bnnone listed holders, n.a.
Q4 202112 holders, $3.0bnnone listed holders, n.a.
Q1 20229 holders, $2.7bnnone listed holders, n.a.
Q2 20227 holders, $2.1bnnone listed holders, n.a.
Q3 202211 holders, $3.0bnnone listed holders, n.a.
Q4 202212 holders, $2.7bnnone listed holders, n.a.
Q1 202311 holders, $3.2bnnone listed holders, n.a.
Q2 202310 holders, $3.5bnnone listed holders, n.a.
Q3 202312 holders, $3.3bnnone listed holders, n.a.
Q4 202310 holders, $2.9bnnone listed holders, n.a.
Q1 202410 holders, $3.4bnnone listed holders, n.a.
Q2 202410 holders, $2.5bnnone listed holders, n.a.
Q3 202410 holders, $3.0bn2 holders, $624m
Q4 20249 holders, $2.6bn41 holders, $9.6bn
Q1 20258 holders, $1.9bn40 holders, $9.3bn
Q2 20257 holders, $2.3bn35 holders, $11.4bn
Q3 20256 holders, $2.2bn40 holders, $17.6bn
Q4 20258 holders, $1.8bn37 holders, $29.2bn
Q1 202613 holders, $2.8bn43 holders, $36.2bn
Q2 202616 holders, $3.4bn45 holders, $73.9bn
RRX

Regal-beloit Corp

Holders
16
Reported value
$3.4bn
Buyers
17
Sellers
20

Breadth -3 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 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RRX (5)

Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Steadfast Capital Management LP, Viking Global Investors LP

Only LRCX (34)

Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, and 9 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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