Altimeter Capital

Superinvestor

Altimeter Capital Management, LP

SEC CIK: 0001541617
Manager: Brad Gerstner
Style: Growth
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

LRCX holding history

Lam Research Corp in every 13F filed by Altimeter Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overview All 13F holders of LRCX Full Q2 2026 holdings

Shares (Q2 2026): 394,080
Value: $170.8M
% of portfolio: 1.7%
Quarters held: 1; Since Q2 2026

Holdings of LRCX by Altimeter Capital, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	394,080	$170.8M	1.7%	+394,080	New	Holders