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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 2013 it was held by 3 managers with an aggregate reported value of $211.75M, which is 0.03% of the combined portfolio.

As of Q2 2013, 3 tracked institutional managers held LRCX (LAM RESEARCH CORP) with an aggregate reported value of $211.75M — 0.03% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2013
Ticker
LRCX

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Bill Nygren - Oakmark Funds0.17%Reduce -1.0%1,869,518$82.9M
2Lee Ainslie - Maverick Capital0.98%Reduce -57.0%1,637,817$72.62M

Other instruments

Bonds, warrants, or other non-share-class principal positions in LRCX.

1Howard Marks - Oaktree Capital ManagementAdd +227.4%53,200,000$56.23M
Loading holder history for LRCX…