LRCX fund manager activity
Lam Research Corporation · Nasdaq. Reported by 19 tracked fund managers in their 13F filings, Q4 2024 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | New | 394,080 | $170,766,686 | 1.74% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | No change | 382,500 | $165,748,725 | 2.22% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Added | 129,318 | $56,037,369 | 0.08% | Aug 14, 2026 |
| Sarah Ketterer - Causeway Capital Management | New | 816 | $353,597 | 0.00% | Aug 13, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 9,441,603 | $4,091,329,827 | 8.41% | Aug 14, 2026 |
| Christopher Davis - Davis Advisors | No change | 2,780 | $1,204,657 | 0.01% | Aug 11, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 43,600 | $18,893,000 | 0.43% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 342,058 | $148,224,176 | 0.04% | Aug 4, 2026 |
| Jeremy Grantham - GMO | Trimmed | 5,464,726 | $2,368,030,518 | 5.34% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 276,730 | $119,915,411 | 0.28% | Aug 14, 2026 |
| Mairs & Power Funds | New | 765 | $331,497 | 0.00% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | New | 4,083 | $1,769,286 | 0.02% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 859,036 | $372,246,307 | 3.21% | Aug 4, 2026 |
| Daniel Loeb - Third Point | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 3,163,495 | $1,370,837,288 | 5.72% | Aug 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 742,638 | $321,807,325 | 2.58% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 382,500 | $81,724,950 | 1.38% | May 15, 2026 |
| Ron Baron - Baron Capital | Added | 116,670 | $24,927,712 | 0.08% | May 15, 2026 |
| Philippe Laffont - Coatue Management | Added | 10,043,505 | $2,145,895,279 | 7.39% | May 15, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 2,780 | $593,975 | 0.00% | May 7, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 359,611 | $76,834,598 | 0.03% | May 5, 2026 |
| Jeremy Grantham - GMO | Trimmed | 6,904,206 | $1,475,153,112 | 3.77% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 297,729 | $63,612,778 | 0.19% | May 15, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Polen Capital Management | New | 1,054,495 | $225,303,412 | 1.56% | May 14, 2026 |
| Daniel Loeb - Third Point | New | 75,000 | $16,024,500 | 0.77% | May 15, 2026 |
| Chase Coleman - Tiger Global Management | No change | 3,900,439 | $833,367,797 | 3.65% | May 15, 2026 |
| Triple Frond Partners | Sold out | — | — | 0.00% | May 15, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | New | 957,877 | $204,660,000 | 2.64% | May 15, 2026 |