Lam Research Corp
Held by 28 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 512807306 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 28 of the investors we track own this stock. In the latest quarter, 10 of them bought more of it and 16 sold some or all of theirs (4 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
28
+2 vs last quarter (like-for-like)
Total value held
$18.86B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.2%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$4.34B
+65.0% vs last quarter
Net shares bought
-5.8M
Est. net flow -$2.50B
Quarter activity
10 bought · 16 sold
4 new · 2 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns LRCX?
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Who owns LRCX? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager ↓ | Fund | Shares | Value | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 13 | Two Sigma | Two Sigma Investments | 225.15K | $97.57M | 0.1% | Reduced | -1.3M | -85.0% | -$553.39M |
| 19 | Tom Marsico | Marsico Capital Management | 59.20K | $25.65M | 0.7% | Reduced | -263 | -0.4% | -$113.97K |
| 20 | Stanley Druckenmiller | Duquesne Family Office | 43.60K | $18.89M | 0.4% | New | +43.6K | — | +$18.89M |
| 6 | Sands Capital | Sands Capital Management | 1.13M | $491.38M | 1.8% | Added | +378.7K | +50.1% | +$164.12M |
| 17 | Ron Baron | Baron Capital (BAMCO) | 129.32K | $56.04M | 0.1% | Added | +12.6K | +10.8% | +$5.48M |
| 7 | Ray Dalio | Bridgewater Associates | 938.22K | $406.56M | 1.7% | Reduced | -633.0K | -40.3% | -$274.30M |
| 8 | Polen Capital | Polen Capital Management | 859.04K | $372.25M | 3.2% | Reduced | -195.5K | -18.5% | -$84.70M |
| 2 | Philippe Laffont | Coatue Management | 9.44M | $4.09B | 8.4% | Reduced | -601.9K | -6.0% | -$260.82M |
| 15 | Parnassus Investments | Parnassus Investments LLC | 185.52K | $80.39M | 0.2% | Reduced | -76.6K | -29.2% | -$33.21M |
| 1 | Norges Bank | Norges Bank Investment Management | 18.12M | $7.85B | 0.8% | — | — | — | — |
| 24 | Mario Gabelli | GAMCO Investors | 7.87K | $3.41M | 0.0% | Added | +4.7K | +147.3% | +$2.03M |
| 22 | LSV Asset Management | LSV Asset Management | 29.91K | $12.96M | 0.0% | Held | 0 | 0.0% | $0 |
| 5 | Ken Griffin | Citadel Advisors | 1.42M | $615.75M | 0.4% | Added | +306.2K | +27.5% | +$132.70M |
| 12 | Ken Fisher | Fisher Asset Management | 342.06K | $148.22M | 0.0% | Reduced | -17.6K | -4.9% | -$7.61M |
| 27 | John Ciampaglia & Eric Sprott | Sprott Inc | 500 | $216.66K | 0.0% | Reduced | -1.3K | -72.2% | -$563.33K |
| 21 | Jim Simons | Renaissance Technologies | 31.60K | $13.69M | 0.0% | Added | +28.2K | +827.8% | +$12.22M |
| 3 | Jeremy Grantham | GMO | 5.46M | $2.37B | 5.3% | Reduced | -1.4M | -20.8% | -$623.77M |
| 9 | Israel Englander | Millennium Management | 696.50K | $301.81M | 0.2% | Reduced | -892.2K | -56.2% | -$386.63M |
| 18 | Fred Alger | Fred Alger Management | 70.72K | $30.66M | 0.1% | Added | +34.1K | +93.0% | +$14.78M |
| 11 | David Tepper | Appaloosa Management | 382.50K | $165.75M | 2.2% | Held | 0 | 0.0% | $0 |
| 14 | David Shaw | D.E. Shaw & Co. | 206.42K | $89.45M | 0.1% | Reduced | -740.2K | -78.2% | -$320.75M |
| 25 | Chris Davis | Davis Selected Advisers | 2.78K | $1.20M | 0.0% | Held | 0 | 0.0% | $0 |
| 4 | Chase Coleman | Tiger Global Management | 3.16M | $1.37B | 5.7% | Reduced | -736.9K | -18.9% | -$319.34M |
| 26 | Causeway | Causeway Capital Management | 816 | $353.60K | 0.0% | New | +816 | — | +$353.60K |
| 23 | Bridgeway | Bridgeway Capital Management | 14.64K | $6.34M | 0.1% | Reduced | -4.2K | -22.1% | -$1.80M |
| 10 | Brad Gerstner | Altimeter Capital | 394.08K | $170.77M | 1.7% | New | +394.1K | — | +$170.77M |
| 16 | Boston Partners | Boston Partners Global Investors | 151.63K | $65.53M | 0.1% | Reduced | -296.0K | -66.1% | -$127.94M |
| 28 | Baillie Gifford | Baillie Gifford & Co | 58 | $25.13K | 0.0% | New | +58 | — | +$25.13K |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Dan Loeb | Third Point | -75.0K | $16.02M |
| Steve Cohen | Point72 Asset Management | -29.9K | $6.39M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ro Khanna Politician | Aug 3, 2026 | LRCX | LAM RESEARCH CORPORATION CMN : scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Sep 4, 2026 | 32 days | PTR ↗ |
| Ro Khanna Politician | Jun 30, 2026 | LRCX | LAM RESEARCH CORPORATION CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Jul 6, 2026 | 6 days | PTR ↗ |
| David J. Taylor Politician | Jun 5, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Jun 12, 2026 | 7 days | PTR ↗ |
| David J. Taylor Politician | Apr 27, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | May 7, 2026 | 10 days | PTR ↗ |
| David J. Taylor Politician | Apr 27, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | May 7, 2026 | 10 days | PTR ↗ |
| David J. Taylor Politician | Mar 12, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Mar 20, 2026 | 8 days | PTR ↗ |
| David J. Taylor Politician | Feb 26, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Mar 6, 2026 | 8 days | PTR ↗ |
| David J. Taylor Politician | Feb 26, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Mar 6, 2026 | 8 days | PTR ↗ |
| Cleo Fields Politician | Feb 3, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Morgan Stanley - E*TRADE #2 | Feb 24, 2026 | 21 days | PTR ↗ |
| Ro Khanna Politician | Jan 23, 2026 | LRCX | LAM RESEARCH CORPORATION CMIN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Feb 6, 2026 | 14 days | PTR ↗ |
| Ro Khanna Politician | Jan 29, 2026 | LRCX | LAM RESEARCH CORPORATION CMN scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Feb 6, 2026 | 8 days | PTR ↗ |
| David J. Taylor Politician | Jan 16, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Feb 2, 2026 | 17 days | PTR ↗ |
| David J. Taylor Politician | Jan 8, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Jan 21, 2026 | 13 days | PTR ↗ |
| David J. Taylor Politician | Jan 8, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Jan 21, 2026 | 13 days | PTR ↗ |
| Jonathan L. Jackson Politician | Sep 3, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Morgan Stanley - Rollover IRA | Oct 15, 2025 | 42 days | PTR ↗ |
| Val T. Hoyle Politician | Sep 23, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Oct 10, 2025 | 17 days | PTR ↗ |
| David J. Taylor Politician | Sep 22, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Oct 7, 2025 | 15 days | PTR ↗ |
| David J. Taylor Politician | Sep 22, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 7, 2025 | 15 days | PTR ↗ |
| Jonathan L. Jackson Politician | Aug 13, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Morgan Stanley - Rollover IRA | Sep 23, 2025 | 41 days | PTR ↗ |
| Val T. Hoyle Politician | Feb 4, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Sep 12, 2025 | 220 days Late | PTR ↗ |
| Val T. Hoyle Politician | Oct 29, 2024 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Fidelity Rollover IRA | Sep 12, 2025 | 318 days Late | PTR ↗ |
| Byron Donalds Politician | Aug 7, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Moran Wealth IRA | Sep 5, 2025 | 29 days | PTR ↗ |
| Byron Donalds Politician | Aug 7, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Moran Wealth IRA | Sep 5, 2025 | 29 days | PTR ↗ |
| David J. Taylor Politician | Jul 18, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Sep 2, 2025 | 46 days Late | PTR ↗ |
| David J. Taylor Politician | Jul 18, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Sep 2, 2025 | 46 days Late | PTR ↗ |