Investors / Tickers / LRCX

LRCX·LAM RESEARCH CORP

chipenablerAI CoreData as of 2026-07-06

Holder Count

8 / 24

8 of 24 tracked investors hold LRCX

Aggregate $

$3.01B

13F longs + subsequent 13G/D block filings, deduped

Share of AI Universe

1.3%

Share of aggregated AI exposure across 24 investors

Latest quarter · 2026-Q1

Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q1

2026-Q1 6 new, 0 added, 0 trimmed, 0 exited, net +$1.30B

Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.

New

Appaloosa AI Portfolio Chase Coleman AI Portfolio Daniel Loeb AI Portfolio Gavin Baker AI Portfolio Whale Rock Capital AI Portfolio Temasek AI Portfolio

+$1.30B

Added

No Added this quarter

—

Trimmed

No Trimmed this quarter

—

Exited

No Exited this quarter

—

Holders

Sorted by position $ desc by default; click headers to sort

Investor	Position $↓	% of AI Exposure	Latest 13F Action	Entry Quarter	Entry Price Range
Ph Philippe Laffont / Coatue Coatue Management LLC	$1.68B	11.5%	HOLD2025-Q4	Before 2020-Q1	—
Ch Chase Coleman / Tiger Global Tiger Global Management LLC	$833M	5.4%	NEW2026-Q1	2026-Q1	$177.5–$256.7
Al Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC	$205M	3.7%	NEW2026-Q1	Before 2020-Q1	—
Te Temasek Holdings Temasek Holdings (Private) Ltd	$162M	2.1%	NEW2026-Q1	Before 2020-Q1	—
Da David Tepper / Appaloosa Appaloosa LP	$82M	2.0%	NEW2026-Q1	Before 2020-Q1	—
Da Dan Sundheim / D1 Capital D1 Capital Partners L.P.	$29M	2.0%	HOLD2025-Q1	Before 2020-Q1	—
Da Daniel Loeb / Third Point Third Point LLC	$16M	2.1%	NEW2026-Q1	Before 2020-Q1	—
Ga Gavin Baker / Atreides Management Atreides Management LP	$6M	0.3%	NEW2024-Q4	Before 2020-Q1	—

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Holder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.

Aggregate $: market value sum of the above positions.

Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.

Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.

Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".

Layers: chip · infra · model · app · enabler · autonomy · power.

Data live from source, as of 2026-07-06