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 Q1 2026 it was held by 5 managers with an aggregate reported value of $1.16B, which is 0.11% of the combined portfolio.
As of Q1 2026, 5 tracked institutional managers held LRCX (LAM RESEARCH CORP) with an aggregate reported value of $1.16B — 0.11% 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
- Q1 2026
- Ticker
- LRCX
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 3.65% | - | 3,900,439 | $833.37M |
| 2 | Polen Capital Management - Polen Capital Management | 1.56% | New | 1,054,495 | $225.3M |
| 3 | David Tepper - Appaloosa Management | 1.38% | Reduce -10.0% | 382,500 | $81.72M |
| 4 | Daniel Loeb - Third Point | 0.77% | New | 75,000 | $16.02M |
| 5 | Christopher Davis - Davis Advisors | 0.00% | Reduce -77.4% | 2,780 | $593.98K |
Loading holder history for LRCX…