Lam Research Corp
Held by 28 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 512807306 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns LRCX?
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Who owns LRCX? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager ↑ | Fund | Shares | Value | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 28 | Baillie Gifford | Baillie Gifford & Co | 58 | $25.13K | 0.0% | New | +58 | — | +$25.13K |
| 16 | Boston Partners | Boston Partners Global Investors | 151.63K | $65.53M | 0.1% | Reduced | -296.0K | -66.1% | -$127.94M |
| 10 | Brad Gerstner | Altimeter Capital | 394.08K | $170.77M | 1.7% | New | +394.1K | — | +$170.77M |
| 23 | Bridgeway | Bridgeway Capital Management | 14.64K | $6.34M | 0.1% | Reduced | -4.2K | -22.1% | -$1.80M |
| 26 | Causeway | Causeway Capital Management | 816 | $353.60K | 0.0% | New | +816 | — | +$353.60K |
| 4 | Chase Coleman | Tiger Global Management | 3.16M | $1.37B | 5.7% | Reduced | -736.9K | -18.9% | -$319.34M |
| 25 | Chris Davis | Davis Selected Advisers | 2.78K | $1.20M | 0.0% | Held | 0 | 0.0% | $0 |
| 14 | David Shaw | D.E. Shaw & Co. | 206.42K | $89.45M | 0.1% | Reduced | -740.2K | -78.2% | -$320.75M |
| 11 | David Tepper | Appaloosa Management | 382.50K | $165.75M | 2.2% | Held | 0 | 0.0% | $0 |
| 18 | Fred Alger | Fred Alger Management | 70.72K | $30.66M | 0.1% | Added | +34.1K | +93.0% | +$14.78M |
| 9 | Israel Englander | Millennium Management | 696.50K | $301.81M | 0.2% | Reduced | -892.2K | -56.2% | -$386.63M |
| 3 | Jeremy Grantham | GMO | 5.46M | $2.37B | 5.3% | Reduced | -1.4M | -20.8% | -$623.77M |
| 21 | Jim Simons | Renaissance Technologies | 31.60K | $13.69M | 0.0% | Added | +28.2K | +827.8% | +$12.22M |
| 27 | John Ciampaglia & Eric Sprott | Sprott Inc | 500 | $216.66K | 0.0% | Reduced | -1.3K | -72.2% | -$563.33K |
| 12 | Ken Fisher | Fisher Asset Management | 342.06K | $148.22M | 0.0% | Reduced | -17.6K | -4.9% | -$7.61M |
| 5 | Ken Griffin | Citadel Advisors | 1.42M | $615.75M | 0.4% | Added | +306.2K | +27.5% | +$132.70M |
| 22 | LSV Asset Management | LSV Asset Management | 29.91K | $12.96M | 0.0% | Held | 0 | 0.0% | $0 |
| 24 | Mario Gabelli | GAMCO Investors | 7.87K | $3.41M | 0.0% | Added | +4.7K | +147.3% | +$2.03M |
| 1 | Norges Bank | Norges Bank Investment Management | 18.12M | $7.85B | 0.8% | — | — | — | — |
| 15 | Parnassus Investments | Parnassus Investments LLC | 185.52K | $80.39M | 0.2% | Reduced | -76.6K | -29.2% | -$33.21M |
| 2 | Philippe Laffont | Coatue Management | 9.44M | $4.09B | 8.4% | Reduced | -601.9K | -6.0% | -$260.82M |
| 8 | Polen Capital | Polen Capital Management | 859.04K | $372.25M | 3.2% | Reduced | -195.5K | -18.5% | -$84.70M |
| 7 | Ray Dalio | Bridgewater Associates | 938.22K | $406.56M | 1.7% | Reduced | -633.0K | -40.3% | -$274.30M |
| 17 | Ron Baron | Baron Capital (BAMCO) | 129.32K | $56.04M | 0.1% | Added | +12.6K | +10.8% | +$5.48M |
| 6 | Sands Capital | Sands Capital Management | 1.13M | $491.38M | 1.8% | Added | +378.7K | +50.1% | +$164.12M |
| 20 | Stanley Druckenmiller | Duquesne Family Office | 43.60K | $18.89M | 0.4% | New | +43.6K | — | +$18.89M |
| 19 | Tom Marsico | Marsico Capital Management | 59.20K | $25.65M | 0.7% | Reduced | -263 | -0.4% | -$113.97K |
| 13 | Two Sigma | Two Sigma Investments | 225.15K | $97.57M | 0.1% | Reduced | -1.3M | -85.0% | -$553.39M |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Dan Loeb | Third Point | -75.0K | $16.02M |
| Steve Cohen | Point72 Asset Management | -29.9K | $6.39M |
Politician trades
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No politician trades match these filters.