L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 7 listed it in both
Shares listed
24,736,757
combined, among listed positions
Reported value
$1.3bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

Among the 95 comparable managers: 3 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing LSCC in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
T. Rowe Price Associates Inc7,800,552$409m0.05%Added+1,517,39514 May 2025 (the filing on sec.gov)
Artisan Partners LP7,330,724$384m0.62%Trimmed-1,260,64414 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC4,181,740$219m0.18%Trimmed-763,59227 Oct 2026 (the filing on sec.gov)
Capital Research Global Investors1,662,200$87munder 0.1%Trimmed-596,30012 May 2025 (the filing on sec.gov)
AllianceBernstein LP1,440,083$76munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd† Value as filed implies a price far from other filers'.1,261,659$70munder 0.1%Trimmed-95,46015 May 2025 (the filing on sec.gov)
Point72 Asset Management LP534,201$28m0.06%Trimmed-422,42521 Jul 2025 (the filing on sec.gov)
Winton Group Ltd285,475$15m0.91%Trimmed-26,63115 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP240,123$13m0.13%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LSCC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$92mn.a.n.a.
Q4 20131$231kn.a.n.a.
Q1 20143$8.9mn.a.n.a.
Q2 20143$19mn.a.n.a.
Q3 20142$9.8mn.a.n.a.
Q4 20143$17mn.a.n.a.
Q1 20151$45mn.a.n.a.
Q2 20152$65mn.a.n.a.
Q3 20151$43mn.a.n.a.
Q4 20152$11mn.a.n.a.
Q1 20162$2.9mn.a.n.a.
Q2 20162$648kn.a.n.a.
Q3 20161$2.6mn.a.n.a.
Q4 20161$2.0mn.a.n.a.
Q1 20172$2.9mn.a.n.a.
Q2 20172$1.8mn.a.n.a.
Q3 20171$993kn.a.n.a.
Q4 20171$1.2mn.a.n.a.
Q1 20182$3.5mn.a.n.a.
Q2 20182$4.2mn.a.n.a.
Q3 20182$3.0mn.a.n.a.
Q4 20182$2.9mn.a.n.a.
Q1 20194$195mn.a.n.a.
Q2 20193$220mn.a.n.a.
Q3 20196$575mn.a.n.a.
Q4 20196$618mn.a.n.a.
Q1 20208$766mn.a.n.a.
Q2 20207$1.3bnn.a.n.a.
Q3 20208$1.3bnn.a.n.a.
Q4 20208$2.0bnn.a.n.a.
Q1 20217$2.0bnn.a.n.a.
Q2 20216$2.3bnn.a.n.a.
Q3 20218$2.6bnn.a.n.a.
Q4 20218$2.8bnn.a.n.a.
Q1 202212$2.3bnn.a.n.a.
Q2 202213$2.0bnn.a.n.a.
Q3 202216$1.4bnn.a.n.a.
Q4 202215$2.3bnn.a.n.a.
Q1 202319$3.6bnn.a.n.a.
Q2 202319$4.0bnn.a.n.a.
Q3 202315$3.6bnn.a.n.a.
Q4 202313$2.4bn87
Q1 202414$2.8bn86
Q2 20248$931m54
Q3 202414$1.1bn104
Q4 202411$1.4bn74
Q1 20259$1.3bn38
Q2 20258$1.6bn71
Q3 202511$3.0bn65
Q4 20258$2.9bn1019
Q1 202611$3.4bn1510
Q2 202617$5.6bn2411

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LSCC and NVDA →LSCC and AVGO →LSCC and MU →Choose a stock to compare with LSCC →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LSCC, latest filings →Back to the 13F Explorer →