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LRCX
Not investment advice · 13F data lagged ~45 days · Full disclaimer
LR

LAM RESEARCH CORP

LRCX
Ownership as of Q2 2026
Funds owning
5
Combined value
1.2B
Avg portfolio %
1.5%
Buys / Sells this quarter
+2 buys−4 sells
Q2-2026
InvestorWeightQ/Q changeValue
TG
Tiger Global Management – Chase Colemanas of Q1-2026
Trial
3.65%
3.9M shares · $213.66
$833.4M
PC
Polen Capital Managementas of Q1-2026
Trial
1.56%
Buy
1.1M shares · $213.66
$225.3M
AM
Appaloosa Management – David Tepperas of Q1-2026
Trial
1.38%
Reduced 10.00%
382.5K shares · $213.66
$81.7M
TP
Third Point – Daniel Loebas of Q1-2026
Trial
0.77%
Buy
75.0K shares · $213.66
$16.0M
DS
Davis Selected Advisersas of Q1-2026
Trial
0.00%
Reduced 77.36%
2.8K shares · $213.66
$593,975
5 funds$1.2B