L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 26 Jan 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 4 listed it in both
Shares listed
4,434,404
combined, among listed positions
Reported value
$138m
combined, at the quarter end

Among the 93 comparable managers: 1 buyer (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -153,045.

Managers listing VECO in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Neuberger Berman Group LLC3,423,251$106m0.09%Added+52,69714 Nov 2024 (the filing on sec.gov)
Baillie Gifford & Co737,460$23munder 0.1%Trimmed-184,90526 Jan 2024 (the filing on sec.gov)
First Eagle Investment Management LLC262,848$8.2munder 0.1%Trimmed-11,3528 Feb 2024 (the filing on sec.gov)
Woodline Partners LP10,845$337kunder 0.1%Trimmed-9,48514 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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.
4 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VECO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$135mn.a.n.a.
Q3 20132$127mn.a.n.a.
Q4 20132$1.8mn.a.n.a.
Q1 20141$3.1mn.a.n.a.
Q3 20143$38mn.a.n.a.
Q4 20142$47mn.a.n.a.
Q1 20151$40mn.a.n.a.
Q2 20152$38mn.a.n.a.
Q3 20152$11mn.a.n.a.
Q4 20153$32mn.a.n.a.
Q1 20163$23mn.a.n.a.
Q2 20163$20mn.a.n.a.
Q3 20163$23mn.a.n.a.
Q4 20165$109mn.a.n.a.
Q1 20177$121mn.a.n.a.
Q2 20176$136mn.a.n.a.
Q3 20174$59mn.a.n.a.
Q4 20174$30mn.a.n.a.
Q1 20182$31mn.a.n.a.
Q2 20181$18mn.a.n.a.
Q3 20182$31mn.a.n.a.
Q4 20183$22mn.a.n.a.
Q1 20192$34mn.a.n.a.
Q2 20192$29mn.a.n.a.
Q3 20193$28mn.a.n.a.
Q4 20195$73mn.a.n.a.
Q1 20203$27mn.a.n.a.
Q2 20204$68mn.a.n.a.
Q3 20203$28mn.a.n.a.
Q4 20203$61mn.a.n.a.
Q1 20213$81mn.a.n.a.
Q2 20214$103mn.a.n.a.
Q3 20214$94mn.a.n.a.
Q4 20214$123mn.a.n.a.
Q1 20223$106mn.a.n.a.
Q2 20224$79mn.a.n.a.
Q3 20223$78mn.a.n.a.
Q4 20223$82mn.a.n.a.
Q1 20233$95mn.a.n.a.
Q2 20234$119mn.a.n.a.
Q3 20234$129mn.a.n.a.
Q4 20234$138m13
Q1 20244$177m31
Q2 20245$207m23
Q3 20244$153m41
Q4 20244$127m22
Q1 20255$105m32
Q2 20253$90m12
Q3 20254$143m22
Q4 20252$111m1017
Q1 20265$134m178
Q2 20269$1.2bn188

Compare with…

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

VECO and GE →VECO and LRCX →VECO and GEV →Choose a stock to compare with VECO →

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