LRCX - LAM RESEARCH CORP
This page shows which of the focused investors we track hold LRCX and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 8 managers with an aggregate reported value of $1.93B, which is 0.17% of the combined portfolio.
As of Q2 2026, 8 tracked institutional managers held LRCX (LAM RESEARCH CORP) with an aggregate reported value of $1.93B — 0.17% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades LRCX — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- LRCX
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 5.72% | Reduce -18.9% | 3,163,495 | $1.37B |
| 2 | Polen Capital Management - Polen Capital Management | 3.21% | Reduce -18.5% | 859,036 | $372.25M |
| 3 | David Tepper - Appaloosa Management | 2.22% | - | 382,500 | $165.75M |
| 4 | Stanley Druckenmiller - Duquesne Family Office LLC | 0.43% | New | 43,600 | $18.89M |
| 5 | Lee Ainslie - Maverick Capital | 0.02% | New | 4,083 | $1.77M |
| 6 | Christopher Davis - Davis Advisors | 0.01% | - | 2,780 | $1.2M |
| 7 | Sarah Ketterer - Causeway Capital Management | 0.00% | New | 816 | $353.6K |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.00% | New | 765 | $331.5K |
Loading holder history for LRCX…