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 2023 it was held by 7 managers with an aggregate reported value of $441.98M, which is 0.04% of the combined portfolio.
As of Q2 2023, 7 tracked institutional managers held LRCX (LAM RESEARCH CORP) with an aggregate reported value of $441.98M — 0.04% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2023
- Ticker
- LRCX
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 1.83% | Add +240.8% | 341,528 | $219.55M |
| 2 | Vulcan Value Partners - Vulcan Value Partners | 0.98% | Reduce -58.3% | 120,856 | $77.74M |
| 3 | David Tepper - Appaloosa Management | 1.43% | New | 120,000 | $77.14M |
| 4 | Triple Frond Partners - Triple Frond Partners | 5.14% | - | 62,060 | $39.9M |
| 5 | Lee Ainslie - Maverick Capital | 0.39% | Reduce -70.6% | 28,282 | $18.18M |
| 6 | Hillman Value Fund - Hillman Value Fund | 3.06% | Reduce -1.8% | 13,493 | $8.67M |
| 7 | Christopher Davis - Davis Advisors | 0.00% | - | 1,228 | $789.43K |
Loading holder history for LRCX…