Updated
Lam ResearchLRCX · Technology
$221.53+10.57%
Market cap$276.7B
IndustrySemiconductor Equipment & Materials
Lam Research (LRCX) Superinvestor holders
50 of the superinvestors we track hold Lam Research (LRCX) in their latest 13F filings, $23.5B in total.
Summary
The largest holder is Arrowstreet Capital, with $5.3B, 2.4% of the portfolio.
In their latest quarter: 6 opened a new position, 12 added, 30 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Arrowstreet Capital | Trimmed | 12,269,198 | $5.3B | 2.4% | Q2 2026 |
| Philippe Laffont Coatue Management |
Trimmed | 9,441,603 | $4.1B | 8.4% | Q2 2026 |
| Jeremy Grantham GMO |
Trimmed | 5,464,726 | $2.4B | 5.3% | Q2 2026 |
| Jennison Associates | Added | 3,526,442 | $1.5B | 0.9% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 3,485,364 | $1.5B | 0.5% | Q2 2026 |
| Chase Coleman Tiger Global Management |
Trimmed | 3,163,495 | $1.4B | 5.7% | Q2 2026 |
| Takis Sparaggis Alkeon Capital Management |
Trimmed | 3,050,456 | $1.3B | 5.1% | Q2 2026 |
| Baillie Gifford Baillie Gifford & Co |
Added | 3,496,752 | $1.1B | 1.1% | Q3 2026 |
| Acadian Acadian Asset Management |
Trimmed | 1,978,305 | $650M | 0.8% | Q3 2026 |
| Frank Sands Sands Capital Management |
Added | 1,133,965 | $491M | 1.8% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 1,121,447 | $486M | 0.8% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 938,224 | $407M | 1.7% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Trimmed | 859,036 | $372M | 3.2% | Q2 2026 |
| Artisan Partners | Trimmed | 786,238 | $341M | 0.6% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 777,269 | $337M | 0.6% | Q2 2026 |
| Alex Sacerdote Whale Rock Capital Management |
Trimmed | 742,638 | $322M | 2.6% | Q2 2026 |
| Brad Gerstner Altimeter Capital Management |
New position | 394,080 | $171M | 1.7% | Q2 2026 |
| David Tepper Appaloosa Management |
Held | 382,500 | $166M | 2.2% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | 378,708 | $164M | 0.1% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Added | 317,652 | $138M | 0.3% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | 276,730 | $120M | 0.3% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 326,785 | $107M | 0.0% | Q3 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 225,152 | $98M | 0.1% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 206,424 | $89M | 0.1% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Added | 155,520 | $67M | 1.6% | Q2 2026 |
| Mark Donovan Boston Partners |
Trimmed | 151,632 | $66M | 0.1% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 134,545 | $58M | 0.0% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 129,318 | $56M | 0.1% | Q2 2026 |
| Alger Fred Alger Management |
Added | 70,721 | $31M | 0.1% | Q2 2026 |
| First Manhattan First Manhattan Co |
Trimmed | 52,227 | $23M | 0.1% | Q2 2026 |
| Jimmy Levin Sculptor Capital Management |
Trimmed | 51,200 | $22M | 0.3% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Trimmed | 44,412 | $19M | 0.1% | Q2 2026 |
| Stanley Druckenmiller Duquesne Family Office |
New position | 43,600 | $19M | 0.4% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Trimmed | 36,313 | $16M | 0.0% | Q2 2026 |
| Jim Simons Renaissance Technologies |
Added | 31,600 | $14M | 0.0% | Q2 2026 |
| Thornburg Thornburg Investment Management |
New position | 20,299 | $9M | 0.1% | Q2 2026 |
| Josef Lakonishok LSV Asset Management |
Trimmed | 25,625 | $8M | 0.0% | Q3 2026 |
| Alan Howard Brevan Howard |
Trimmed | 16,077 | $7M | 0.1% | Q2 2026 |
| Ken Tropin Graham Capital Management |
Trimmed | 8,037 | $3M | 0.1% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Added | 7,869 | $3M | 0.0% | Q2 2026 |
| Fayez Sarofim Fayez Sarofim & Co |
Trimmed | 6,768 | $3M | 0.0% | Q2 2026 |
| Rob Citrone Discovery Capital Management |
Trimmed | 4,568 | $2M | 0.1% | Q2 2026 |
| Lee Ainslie Maverick Capital |
New position | 4,083 | $2M | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Trimmed | 3,878 | $2M | 0.0% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Trimmed | 3,285 | $1M | 0.1% | Q2 2026 |
| Christopher Davis Davis Selected Advisers |
Held | 2,780 | $1M | 0.0% | Q2 2026 |
| Alec Litowitz Magnetar Capital |
Trimmed | 2,293 | $993,626 | 0.0% | Q2 2026 |
| Sarah Ketterer Causeway Capital Management |
New position | 816 | $353,597 | 0.0% | Q2 2026 |
| Mairs & Power Mairs & Power Inc |
New position | 765 | $331,497 | 0.0% | Q2 2026 |
| Neil Hennessy Hennessy Advisors |
Trimmed | 622 | $204,333 | 0.0% | Q3 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 50 |
| Q1 2026 | 46 |
| Q4 2025 | 38 |
| Q3 2025 | 38 |
| Q2 2025 | 39 |
| Q1 2025 | 38 |
| Q4 2024 | 38 |
| Q3 2024 | 2 |
Questions about Lam Research
Which superinvestors own Lam Research?
50 of the superinvestors we track hold Lam Research (LRCX) in their latest 13F filings, $23.5B in total. Arrowstreet Capital, Philippe Laffont, Jeremy Grantham, Jennison Associates, Cliff Asness, Chase Coleman.
Who is the largest superinvestor holder of LRCX?
The largest holder is Arrowstreet Capital, with $5.3B, 2.4% of the portfolio.
From Lam Research's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.