Lam Research Corporation
LRCXLast close · Oct 16, 2026263.94−13.52 (−4.87%)
Market cap$330.3B
Of the 85 managers this site tracks, 9 held Lam Research (LRCX) at the end of Q2 2026, their latest 13Fs. The largest position by value was Chase Coleman's, $1.4B; Bridgewater's ($406.6M) and Polen Capital's ($372.2M) follow. No Schedule 13D or 13G is on file for LRCX from the activists and large holders the site follows.
Superinvestors holding LRCX
| Manager | Firm | Quarter | Shares | Value |
|---|---|---|---|---|
| Chase Coleman | Tiger Global Management LLC | Q2 2026 | 3M | $1.4B |
| Bridgewater | Bridgewater Associates, LP | Q2 2026 | 938,224 | $406.6M |
| Polen Capital | Polen Capital Management LLC | Q2 2026 | 859,036 | $372.2M |
| Tepper | Appaloosa LP | Q2 2026 | 382,500 | $165.7M |
| Druckenmiller | Duquesne Family Office LLC | Q2 2026 | 43,600 | $18.9M |
| Lee Ainslie | Maverick Capital Ltd | Q2 2026 | 4,083 | $1.8M |
| Christopher Davis | Davis Selected Advisers | Q2 2026 | 2,780 | $1.2M |
| Sarah Ketterer | Causeway Capital Management LLC | Q2 2026 | 816 | $353,597 |
| Mairs & Power | Mairs & Power Inc | Q2 2026 | 765 | $331,497 |
13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.