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?
🔒 The 'who added and who trimmed' chart is a Plus feature
You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.
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 |
|---|---|---|---|---|---|---|---|---|---|
| 5 | Ken Griffin | Citadel Advisors | 1.42M | $615.75M | 0.4% | Added | +306.2K | +27.5% | +$132.70M |
| 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 |
| 18 | Fred Alger | Fred Alger Management | 70.72K | $30.66M | 0.1% | Added | +34.1K | +93.0% | +$14.78M |
| 21 | Jim Simons | Renaissance Technologies | 31.60K | $13.69M | 0.0% | Added | +28.2K | +827.8% | +$12.22M |
| 24 | Mario Gabelli | GAMCO Investors | 7.87K | $3.41M | 0.0% | Added | +4.7K | +147.3% | +$2.03M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| David J. Taylor Politician | Oct 15, 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 | Oct 29, 2026 | 14 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| Jefferson Shreve Politician | May 12, 2025 | 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 | — | Jun 22, 2025 | 41 days | PTR ↗ |
| Jefferson Shreve Politician | Apr 7, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | CRT - Standard Unit Trust | May 8, 2025 | 31 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Apr 8, 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 | JP Morgan Brokerage Account | May 8, 2025 | 30 days | PTR ↗ |
| Jefferson Shreve Politician | Mar 5, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | Apr 11, 2025 | 37 days | PTR ↗ |
| Jefferson Shreve Politician | Mar 31, 2025 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | CRT - Standard Unit Trust | Apr 11, 2025 | 11 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Jan 16, 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 | JP Morgan Brokerage Account #2 | Feb 13, 2025 | 28 days | PTR ↗ |
| John James Politician | Sep 4, 2024 | 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 | John A. James Children’s Trust | Sep 6, 2024 | 2 days | PTR ↗ |
| John James Politician | Nov 10, 2023 | LRCX | Lam Research Corporation - Common | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Sep 2, 2024 | 297 days Late | PTR ↗ |
| John James Politician | Jul 30, 2024 | 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) | Self | John A. James Children’s Trust | Sep 2, 2024 | 34 days | PTR ↗ |