Lam Research Corp
LRCX- Exchange
- Nasdaq
- Industry
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,142 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.
Superinvestors holding LRCX, Q2 2026
6 superinvestors report holding Lam Research Corp on Form 13F, worth $5.82B in total. Weight is Lam Research Corp's share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Coatue ManagementPhilippe Laffont | 8.4% | 9,441,603 | $4.09B | Reduced−6.0% |
| Tiger Global ManagementChase Coleman | 5.7% | 3,163,495 | $1.37B | Reduced−18.9% |
| Altimeter CapitalBrad Gerstner | 1.7% | 394,080 | $170.8M | New |
| AppaloosaDavid Tepper | 2.2% | 382,500 | $165.7M | Unchanged |
| Duquesne Family OfficeStanley Druckenmiller | 0.4% | 43,600 | $18.9M | New |
| Maverick CapitalLee Ainslie | <0.1% | 4,083 | $1.77M | New |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of LRCX each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
6 superinvestors holding at quarter end
- New
- Altimeter Capital, Duquesne Family Office, Maverick Capital
- Reduced
- Coatue Management (−6.0%), Tiger Global Management (−18.9%)
- Sold out
- Third Point
Q1 2026
4 superinvestors holding at quarter end
- New
- Third Point
- Added
- Coatue Management (+2.4%)
- Reduced
- Appaloosa (−10.0%)
- Sold out
- Maverick Capital
Q4 2025
4 superinvestors holding at quarter end
- Added
- Maverick Capital (+3,723.0%), Appaloosa (+14.9%)
- Reduced
- Coatue Management (−1.5%), Tiger Global Management (−25.9%)
Q3 2025
4 superinvestors holding at quarter end
- Added
- Maverick Capital (+0.7%)
- Reduced
- Coatue Management (−5.3%), Appaloosa (−7.5%)
Q2 2025
4 superinvestors holding at quarter end
- Added
- Coatue Management (+28.0%), Tiger Global Management (+18.9%)
- Reduced
- Appaloosa (−20.0%), Maverick Capital (−97.6%)
- Sold out
- D1 Capital Partners
Q1 2025
5 superinvestors holding at quarter end
- Added
- Coatue Management (+102.9%), Tiger Global Management (+11.8%), Maverick Capital (+0.2%)
- Reduced
- Appaloosa (−60.0%), D1 Capital Partners (−3.6%)
Q4 2024
5 superinvestors holding at quarter end
Converted for a 10-for-1 split- New
- D1 Capital Partners
- Added
- Tiger Global Management (+12.1%), Appaloosa (+25.0%), Maverick Capital (+150.2%)
Q3 2024
4 superinvestors holding at quarter end
- Reduced
- Coatue Management (−11.5%), Appaloosa (−8.3%), Maverick Capital (−1.0%)
Q2 2024
4 superinvestors holding at quarter end
- Added
- Coatue Management (+2.9%)
- Reduced
- Appaloosa (−5.2%), Maverick Capital (−4.9%)
Q1 2024
4 superinvestors holding at quarter end
- Added
- Maverick Capital (+6.3%)
- Reduced
- Coatue Management (−34.7%), Tiger Global Management (−12.4%), Appaloosa (−2.5%)
Q4 2023
4 superinvestors holding at quarter end
- Added
- Tiger Global Management (+8.9%)
- Reduced
- Coatue Management (−4.3%), Appaloosa (−1.7%), Maverick Capital (−0.4%)
Q3 2023
4 superinvestors holding at quarter end
- Added
- Tiger Global Management (+8.3%)
- Reduced
- Coatue Management (−11.0%), Maverick Capital (−1.7%)
Q2 2023
4 superinvestors holding at quarter end
- New
- Appaloosa
- Added
- Tiger Global Management (+240.8%)
- Reduced
- Coatue Management (−3.4%), Maverick Capital (−70.6%)
Q1 2023
3 superinvestors holding at quarter end
- New
- Tiger Global Management
- Added
- Coatue Management (+72.2%)
- Reduced
- Maverick Capital (−37.9%)
Q4 2022
2 superinvestors holding at quarter end
- Reduced
- Coatue Management (−1.0%), Maverick Capital (−13.2%)
Q3 2022
2 superinvestors holding at quarter end
- New
- Coatue Management
- Added
- Maverick Capital (+4.9%)
- Sold out
- Viking Global Investors, TCI Fund Management
Q2 2022
3 superinvestors holding at quarter end
- New
- Viking Global Investors, TCI Fund Management
- Added
- Maverick Capital (+21.4%)
Q1 2022
1 superinvestor holding at quarter end
- Reduced
- Maverick Capital (−49.9%)
- Sold out
- Coatue Management
Q4 2021
2 superinvestors holding at quarter end
- Added
- Coatue Management (+110.9%), Maverick Capital (+3.3%)
Q3 2021
2 superinvestors holding at quarter end
- Added
- Maverick Capital (+57.3%)
- Reduced
- Coatue Management (−29.6%)
Q2 2021
2 superinvestors holding at quarter end
- New
- Coatue Management
- Reduced
- Maverick Capital (−40.2%)
- Sold out
- TCI Fund Management