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LRCX: insider buying, 13F holders, analyst moves
Lam Research Corp
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SEC Form 13F · Q2 2026
12 of our 100 managers hold LRCX
Combined reported value $7.96B; 1 sold out since Q1 2026.
Holders among our 100 managers: 8 in Q3 2023, 12 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Coatue Management | $4.09B | 8.41% | Trimmed |
| Tiger Global Management | $1.37B | 5.72% | Trimmed |
| Alkeon Capital | $1.32B | 5.10% | Trimmed |
| Polen Capital | $372.2M | 3.21% | Trimmed |
| Whale Rock Capital | $321.8M | 2.58% | Trimmed |
| Altimeter Capital | $170.8M | 1.74% | New |
| Appaloosa | $165.7M | 2.22% | Unchanged |
| Rokos Capital | $102.8M | 1.29% | Trimmed |
| Tudor Investment | $19.2M | 0.08% | Trimmed |
| Duquesne Family Office | $18.9M | 0.43% | New |
| Maverick Capital | $1.8M | 0.02% | New |
| Davis Selected Advisers | $1.2M | 0.01% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.