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LRCX

Lam Research Corp · XNAS

Season
Q2 2026 · as of Jun 30
Holders
14 of 97 filed · prev 8
Median weight
0.26%
Sector
Technology
Type
equity · US

Moves7 this quarter

Streakslongest holders · 53 quarters on record

  1. Davis Chris Davis, portfolio manager 0.0%42 quarters
  2. Baron Ron Baron, CEO 0.1%18 quarters
  3. Coatue Philippe Laffont, founder 8.4%16 quarters
  4. Tiger Global Chase Coleman, CIO 5.7%14 quarters
  5. Appaloosa David Tepper, portfolio manager 2.2%13 quarters

The record for LRCX begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding14 Q2 2026

Largest weight8.4% Q2 2026

Holders14 of 97 filed · 1 exited

CoatuePhilippe Laffont, founder8.41%9,441,603$4.1Btrimmed−6%−1.02 pp16 q
Tiger GlobalChase Coleman, CIO5.72%3,163,495$1.4Btrimmed−19%−2.07 pp14 q
PolenDan Davidowitz, portfolio manager3.21%859,036$372Mtrimmed−19%−1.65 pp2 q
Whale RockAlex Sacerdote, founder2.58%742,638$322Mtrimmed−22%−0.06 pp2 q
AppaloosaDavid Tepper, portfolio manager2.22%382,500$166Mheld—13 q
AltimeterBrad Gerstner, founder1.74%394,080$171Mnew+1.74 ppnew
DuquesneStanley Druckenmiller, portfolio manager0.43%43,600$19Mnew+0.43 ppnew
BaronRon Baron, CEO0.08%129,318$56Madded+11%—18 q
MaverickBen Silver, CIO0.02%4,083$2Mnew—new
CheckpartialSteven Check, CIO0.01%1,000$433,330new—new
DavisChris Davis, portfolio manager0.01%2,780$1Mheld—42 q
MairsAndrew Adams, CIO0.00%765$331,497new—new
CausewaySarah Ketterer, CEO0.00%816$353,597new—new
Baillie0.00%58$25,133new—new
Third PointDaniel Loeb, CIO———exited−0.77 pp—