L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed
3,093,268
combined, among listed positions
Reported value
$361m
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,026,070.

Managers listing OLED in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Janus Henderson Group Ltd638,245$75munder 0.1%Added+121,58617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC403,772$47munder 0.1%Added+211,59017 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC344,672$40munder 0.1%Trimmed-15,03627 Oct 2026 (the filing on sec.gov)
Invesco Ltd219,059$26munder 0.1%Added+70,14119 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC184,196$22munder 0.1%Added+65,29117 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC167,461$20m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC165,332$19munder 0.1%Added+149,65312 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP144,387$17munder 0.1%Added+81,52213 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.127,587$15munder 0.1%Added+118,35017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP119,820$14munder 0.1%Trimmed-79,15717 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC111,383$13munder 0.1%Added+93,04013 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC103,027$12munder 0.1%Added+57,78017 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP100,675$12munder 0.1%Added+49,96117 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP51,546$6.0munder 0.1%Trimmed-6,70917 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc35,157$4.1munder 0.1%Added+2,28417 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp27,032$3.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC25,096$2.9munder 0.1%Added+5,59613 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP24,816$2.9m0.10%Newnew10 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP18,841$2.2munder 0.1%Added+11,55513 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP17,700$2.1munder 0.1%Added+4,70617 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP14,289$1.7munder 0.1%Trimmed-18,02317 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP11,811$1.4munder 0.1%Trimmed-10,65517 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP9,849$1.1munder 0.1%Added+77817 Feb 2026 (the filing on sec.gov)
Winton Group Ltd9,843$1.1munder 0.1%Trimmed-1,59011 Feb 2026 (the filing on sec.gov)
Man Group PLC5,865$685kunder 0.1%Trimmed-7,88517 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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.
7 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OLED by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$195mn.a.n.a.
Q3 20132$225mn.a.n.a.
Q4 20134$241mn.a.n.a.
Q1 20141$221mn.a.n.a.
Q2 20143$235mn.a.n.a.
Q3 20142$245mn.a.n.a.
Q4 20144$202mn.a.n.a.
Q1 20151$324mn.a.n.a.
Q2 20152$268mn.a.n.a.
Q3 20153$165mn.a.n.a.
Q4 20153$121mn.a.n.a.
Q1 20162$45mn.a.n.a.
Q2 20164$76mn.a.n.a.
Q3 20162$16mn.a.n.a.
Q4 20162$41mn.a.n.a.
Q1 20174$104mn.a.n.a.
Q2 201710$171mn.a.n.a.
Q3 20176$191mn.a.n.a.
Q4 20177$201mn.a.n.a.
Q1 20187$155mn.a.n.a.
Q2 20183$204mn.a.n.a.
Q3 20186$357mn.a.n.a.
Q4 20183$247mn.a.n.a.
Q1 20195$360mn.a.n.a.
Q2 20196$353mn.a.n.a.
Q3 201911$307mn.a.n.a.
Q4 201912$494mn.a.n.a.
Q1 20208$312mn.a.n.a.
Q2 20209$480mn.a.n.a.
Q3 20207$905mn.a.n.a.
Q4 20208$924mn.a.n.a.
Q1 20217$663mn.a.n.a.
Q2 20218$544mn.a.n.a.
Q3 20217$324mn.a.n.a.
Q4 20216$261mn.a.n.a.
Q1 20226$198mn.a.n.a.
Q2 20227$81mn.a.n.a.
Q3 20228$114mn.a.n.a.
Q4 20226$216mn.a.n.a.
Q1 20238$360mn.a.n.a.
Q2 20236$302mn.a.n.a.
Q3 20237$360mn.a.n.a.
Q4 202310$858m73
Q1 20248$498m71
Q2 20248$964m36
Q3 20247$399m35
Q4 20245$194m42
Q1 20256$180m33
Q2 20255$97m24
Q3 20256$162m33
Q4 20255$100m2012
Q1 20267$230m1813
Q2 20268$263m1712

Compare with…

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

OLED and AAPL →OLED and SNDK →OLED and CSCO →Choose a stock to compare with OLED →

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 OLED, latest filings →Back to the 13F Explorer →