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LRCX·Lam Research Corp
chipenablerAI CoreData as of 2026-08-26
Holder Count
53 / 100
53 of 100 tracked investors hold LRCX
Aggregate $
$39.64B
13F longs + subsequent 13G/D block filings, deduped
Share of AI Universe
1.5%
Share of aggregated AI exposure across 100 investors
Latest quarter · 2026-Q2
New+$461M
Added
Holocene Advisors
Marshall Wace
Baron Capital
Sands Capital
Renaissance Technologies
T. Rowe Price
Verition Fund Management
Citadel
CPP Investments
CDPQ
Fred Alger
Wellington Management
Winslow Capital
APG
Anther Capital
E Fund
Trivest+$11.96B
Holocene AdvisorsMarshall WaceBaron CapitalSands CapitalRenaissance TechnologiesT. Rowe PriceVerition Fund ManagementCitadelCPP InvestmentsCDPQFred AlgerWellington ManagementWinslow CapitalAPGAnther CapitalE FundTrivestTrimmed
Millennium
Norges Bank
Balyasny
Point72
D.E. Shaw
Two Sigma
Mubadala
Polen Capital
Schonfeld
Bridgewater
Silvant Capital
Blue Whale
Himension
Oaktop
Man Group
Whale Rock Capital
Coatue
Chase Coleman
Alkeon Capital+$7.67B
MillenniumNorges BankBalyasnyPoint72D.E. ShawTwo SigmaMubadalaPolen CapitalSchonfeldBridgewaterSilvant CapitalBlue WhaleHimensionOaktopMan GroupWhale Rock CapitalCoatueChase ColemanAlkeon CapitalExited
No Exited this quarter
—Holders
Sorted by position $ (largest first); click headers to re-sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $10.66B | 2.3% | ADD2026-Q2 | Before 2020-Q1 |
Norges Bank Investment Management Norges Bank | $7.85B | 1.7% | TRIM2026-Q2 | Before 2020-Q1 |
Philippe Laffont / Coatue Coatue Management LLC | $4.09B | 10.2% | TRIM2026-Q2 | Before 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $1.54B | 2.0% | ADD2026-Q2 | Before 2020-Q1 |
 Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $1.53B | 1.5% | HOLD2026-Q2 | Before 2020-Q1 |
 Cliff Asness / AQR Capital AQR Capital Management LLC | $1.51B | 2.3% | HOLD2026-Q2 | Before 2020-Q1 |
Chase Coleman / Tiger Global Tiger Global Management LLC | $1.37B | 7.7% | TRIM2026-Q2 | 2026-Q1 |
Panayotis Sparaggis / Alkeon Capital Alkeon Capital Management LLC | $1.32B | 9.6% | TRIM2026-Q2 | Before 2020-Q1 |
Oaktop Capital Management Oaktop Capital Management II, L.P. | $893M | 43.9% | TRIM2026-Q2 | Before 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $627M | 3.0% | ADD2026-Q2 | Before 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $616M | 1.9% | ADD2026-Q2 | Before 2020-Q1 |
Anther Capital Anther Capital Ltd | $544M | 18.1% | ADD2026-Q2 | Before 2020-Q1 |
Wellington Management Wellington Management Group LLP | $527M | 0.3% | ADD2026-Q2 | Before 2020-Q1 |
 Adage Capital Partners Adage Capital Partners GP, L.L.C. | $514M | 1.7% | HOLD2026-Q2 | Before 2020-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $491M | 3.0% | ADD2026-Q2 | Before 2020-Q1 |
Blue Whale Capital Blue Whale Capital LLP | $441M | 19.6% | TRIM2026-Q2 | Before 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $423M | 2.5% | ADD2026-Q2 | Before 2020-Q1 |
Ray Dalio / Bridgewater Bridgewater Associates, LP | $407M | 7.3% | TRIM2026-Q2 | Before 2020-Q1 |
Trivest Advisors Trivest Advisors Ltd | $373M | 14.9% | ADD2026-Q2 | Before 2020-Q1 |
Polen Capital Management Polen Capital Management, LLC | $372M | 6.0% | TRIM2026-Q2 | Before 2020-Q1 |
Man Group plc Man Group plc | $337M | 2.1% | TRIM2026-Q2 | Before 2020-Q1 |
 Temasek Holdings Temasek Holdings (Private) Ltd | $327M | 2.3% | HOLD2026-Q2 | Before 2020-Q1 |
Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $322M | 3.5% | TRIM2026-Q2 | Before 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $302M | 1.3% | TRIM2026-Q2 | Before 2020-Q1 |
 GF Fund Management GF Fund Management Co., Ltd. | $298M | 4.9% | HOLD2026-Q2 | Before 2020-Q1 |
E Fund Management E Fund Management Co., Ltd. | $263M | 8.4% | ADD2026-Q2 | Before 2020-Q1 |
 WT Asset Management WT Asset Management Ltd | $214M | 5.1% | NEW2026-Q2 | Before 2020-Q1 |
Winslow Capital Management Winslow Capital Management, LLC | $192M | 1.0% | ADD2026-Q2 | Before 2020-Q1 |
 Brad Gerstner / Altimeter Altimeter Capital Management LP | $171M | 2.2% | NEW2026-Q2 | Before 2020-Q1 |
 David Tepper / Appaloosa Appaloosa LP | $166M | 3.1% | HOLD2026-Q2 | Before 2020-Q1 |
 Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $148M | 0.1% | HOLD2026-Q2 | Before 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $138M | 1.0% | ADD2026-Q2 | Before 2020-Q1 |
John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $98M | 0.4% | TRIM2026-Q2 | Before 2020-Q1 |
 Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $97M | 2.8% | HOLD2026-Q2 | Before 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $89M | 0.2% | TRIM2026-Q2 | Before 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $58M | 0.2% | ADD2026-Q2 | Before 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $56M | 0.2% | ADD2026-Q2 | Before 2020-Q1 |
 BSN Capital Partners BSN Capital Partners Ltd | $50M | 4.8% | NEW2026-Q2 | Before 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $41M | 2.7% | ADD2026-Q2 | Before 2020-Q1 |
Fred Alger Management Fred Alger Management, LLC | $31M | 0.2% | ADD2026-Q2 | Before 2020-Q1 |
 Marsico Capital Management Marsico Capital Management, LLC | $26M | 1.2% | HOLD2026-Q2 | Before 2020-Q1 |
 Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $19M | 1.4% | NEW2026-Q2 | Before 2020-Q1 |
Mubadala Investment Company Mubadala Investment Company PJSC | $19M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $18M | 1.4% | TRIM2026-Q2 | Before 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $15M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
Peter Brown / Renaissance Technologies Renaissance Technologies LLC | $14M | 0.1% | ADD2026-Q2 | Before 2020-Q1 |
 Yarbrough Capital Yarbrough Capital, LLC | $11M | 0.5% | HOLD2026-Q2 | Before 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $6M | 0.0% | TRIM2026-Q1 | Before 2020-Q1 |
 Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $6M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Silvant Capital Management Silvant Capital Management LLC | $4M | 0.2% | TRIM2026-Q2 | Before 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $4M | 0.1% | TRIM2026-Q2 | Before 2020-Q1 |
 Lee Ainslie / Maverick Capital Maverick Capital, Ltd. | $2M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
 Baillie Gifford & Co Baillie Gifford & Co | $25133 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Position Action Log
162 entries · newest first| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-Q2 | ADD | +$266M | +27.6K | |
| 2026-Q2 | ADD | +$23M | +34.1K | |
| 2026-Q2 | TRIM | −$488M | −850.0K | |
| 2026-Q2 | NEW | +$171M | +394.1K | |
| 2026-Q2 | ADD | +$434M | +741.1K | |
| 2026-Q2 | ADD | +$269M | +283.9K | |
| 2026-Q2 | ADD | +$786M | +33.3K | |
| 2026-Q2 | ADD | +$49M | +64 | |
| 2026-Q2 | NEW | +$25K | +58 | |
| 2026-Q2 | TRIM | −$103M | −516.6K | |
| 2026-Q2 | ADD | +$31M | +12.6K | |
| 2026-Q2 | TRIM | −$165M | −273.6K | |
| 2026-Q2 | TRIM | −$71M | −633.0K | |
| 2026-Q2 | NEW | +$50M | +133.2K | |
| 2026-Q2 | ADD | +$464M | +682.6K | |
| 2026-Q2 | ADD | +$378M | +306.2K | |
| 2026-Q2 | TRIM | −$1.95B | −601.9K | |
| 2026-Q2 | ADD | +$934M | +711.7K | |
| 2026-Q2 | TRIM | −$113M | −740.2K | |
| 2026-Q2 | NEW | +$19M | +43.6K | |
| 2026-Q2 | ADD | +$238M | +491.5K | |
| 2026-Q2 | TRIM | −$71M | −17.6K | |
| 2026-Q2 | ADD | +$157M | +28.3K | |
| 2026-Q2 | TRIM | −$7M | −8.6K | |
| 2026-Q2 | ADD | +$118M | +226.9K | |
| 2026-Q2 | NEW | +$6M | +13.8K | |
| 2026-Q2 | ADD | +$807M | +153.1K | |
| 2026-Q2 | EXIT | −$16M | −75.0K | |
| 2026-Q2 | TRIM | −$83M | −410.4K | |
| 2026-Q2 | ADD | +$33M | +15.7K | |
| 2026-Q2 | TRIM | −$13M | −263 | |
| 2026-Q2 | NEW | +$2M | +4.1K | |
| 2026-Q2 | TRIM | −$38M | −892.2K | |
| 2026-Q2 | TRIM | −$9M | −2.6K | |
| 2026-Q2 | TRIM | −$4.21B | −3.17M | |
| 2026-Q2 | TRIM | −$413M | −188.3K | |
| 2026-Q2 | TRIM | −$147M | −195.5K | |
| 2026-Q2 | ADD | +$13M | +28.2K | |
| 2026-Q2 | ADD | +$330M | +378.7K | |
| 2026-Q2 | TRIM | −$30M | −148.8K | |
| 2026-Q2 | TRIM | −$208K | −11.2K | |
| 2026-Q2 | ADD | +$7.83B | +11.36M | |
| 2026-Q2 | TRIM | −$165M | −5.3K | |
| 2026-Q2 | TRIM | −$537M | −736.9K | |
| 2026-Q2 | ADD | +$198M | +44.3K | |
| 2026-Q2 | TRIM | −$223M | −1.28M | |
| 2026-Q2 | ADD | +$23M | +9.4K | |
| 2026-Q2 | ADD | +$460M | +904.8K | |
| 2026-Q2 | TRIM | −$117M | −215.2K | |
| 2026-Q2 | ADD | +$189M | +429.6K | |
| 2026-Q2 | NEW | +$214M | +493.2K | |
| 2026-Q1 | TRIM | −$26M | −133.5K | |
| 2026-Q1 | TRIM | −$266M | −2.52M | |
| 2026-Q1 | TRIM | −$89M | −257.6K | |
| 2026-Q1 | ADD | +$53M | +171.8K | |
| 2026-Q1 | ADD | +$20M | +88.6K | |
| 2026-Q1 | TRIM | −$185M | −1.47M | |
| 2026-Q1 | NEW | +$2.15B | +10.04M | |
| 2026-Q1 | ADD | +$90M | +289.9K | |
| 2026-Q1 | ADD | +$16M | +4.3K | |
| 2026-Q1 | TRIM | −$8M | −68.6K | |
| 2026-Q1 | ADD | +$575M | +2.52M | |
| 2026-Q1 | NEW | +$16M | +75.0K | |
| 2026-Q1 | TRIM | −$13M | −219.6K | |
| 2026-Q1 | TRIM | −$40M | −261.1K | |
| 2026-Q1 | EXIT | −$108M | −633.1K | |
| 2026-Q1 | NEW | +$339M | +1.59M | |
| 2026-Q1 | NEW | +$10M | +46.2K | |
| 2026-Q1 | TRIM | −$10M | −66.1K | |
| 2026-Q1 | NEW | +$225M | +1.05M | |
| 2026-Q1 | NEW | +$161M | +755.2K | |
| 2026-Q1 | TRIM | −$484M | −455.9K | |
| 2026-Q1 | NEW | +$162M | +760.3K | |
| 2026-Q1 | NEW | +$82M | +382.5K | |
| 2026-Q1 | NEW | +$833M | +3.90M | |
| 2026-Q1 | NEW | +$205M | +957.9K | |
| 2025-Q4 | TRIM | −$34M | −105.7K | |
| 2025-Q4 | ADD | +$163M | +168.5K | |
| 2025-Q4 | TRIM | −$42M | −417.1K | |
| 2025-Q4 | ADD | +$3M | +14.5K | |
| 2025-Q4 | TRIM | −$57M | −422.3K | |
| 2025-Q4 | EXIT | −$1.33B | −9.95M | |
| 2025-Q4 | ADD | +$40M | +116.0K | |
| 2025-Q4 | TRIM | −$8M | −37.4K | |
| 2025-Q4 | TRIM | −$10M | −116.9K | |
| 2025-Q4 | ADD | +$39M | +53.3K | |
| 2025-Q4 | TRIM | −$34M | −141.3K | |
| 2025-Q4 | ADD | +$27M | +93.7K | |
| 2025-Q4 | ADD | +$106M | +616.5K | |
| 2025-Q4 | EXIT | −$5M | −41.0K | |
| 2025-Q4 | ADD | +$1.75B | +1.83M | |
| 2025-Q4 | NEW | +$16M | +96.0K | |
| 2025-Q4 | ADD | +$1.94B | +10.67M | |
| 2025-Q3 | TRIM | −$50M | −10.6K | |
| 2025-Q3 | TRIM | −$32M | −2.08M | |
| 2025-Q3 | ADD | +$328M | +2.06M | |
| 2025-Q3 | ADD | +$95M | +680.2K | |
| 2025-Q3 | TRIM | −$393K | −1.0K | |
| 2025-Q3 | ADD | +$304M | +1.83M | |
| 2025-Q3 | TRIM | −$310M | −553.0K | |
| 2025-Q3 | ADD | +$56M | +374.9K | |
| 2025-Q3 | TRIM | −$9M | −56.7K | |
| 2025-Q3 | TRIM | −$52M | −633.2K | |
| 2025-Q3 | TRIM | −$24M | −48.0K | |
| 2025-Q3 | ADD | +$97M | +419.9K | |
| 2025-Q3 | TRIM | −$108M | −1.22M | |
| 2025-Q3 | ADD | +$617K | +122 | |
| 2025-Q3 | NEW | +$5M | +41.0K | |
| 2025-Q3 | TRIM | −$264M | −3.85M | |
| 2025-Q2 | TRIM | −$34M | −4.1K | |
| 2025-Q2 | ADD | +$250M | +550.0K | |
| 2025-Q2 | ADD | +$80M | +577.2K | |
| 2025-Q2 | TRIM | −$92M | −1.30M | |
| 2025-Q2 | ADD | +$762K | +5.5K | |
| 2025-Q2 | TRIM | −$17M | −321.5K | |
| 2025-Q2 | ADD | +$426M | +2.30M | |
| 2025-Q2 | EXIT | −$29M | −403.0K | |
| 2025-Q2 | TRIM | −$6M | −135.1K | |
| 2025-Q2 | TRIM | −$23M | −469.6K | |
| 2025-Q2 | TRIM | −$25M | −649.2K | |
| 2025-Q2 | TRIM | −$21M | −128 | |
| 2025-Q2 | ADD | +$65M | +517.8K | |
| 2025-Q2 | ADD | +$85M | +655.6K | |
| 2025-Q2 | TRIM | −$49M | −679.0K | |
| 2025-Q2 | TRIM | −$457M | −305.6K | |
| 2025-Q2 | NEW | +$0 | +0 | |
| 2025-Q2 | ADD | +$252M | +1.14M | |
| 2025-Q1 | ADD | +$3M | +30.9K | |
| 2025-Q1 | ADD | +$112M | +1.50M | |
| 2025-Q1 | ADD | +$24M | +352.3K | |
| 2025-Q1 | EXIT | −$6M | −89.7K | |
| 2025-Q1 | TRIM | −$13M | −193.7K | |
| 2025-Q1 | TRIM | −$40M | −573.2K | |
| 2025-Q1 | ADD | +$305M | +4.16M | |
| 2025-Q1 | TRIM | −$894K | −15.0K | |
| 2025-Q1 | TRIM | −$233M | −3.22M | |
| 2025-Q1 | TRIM | −$1.28B | −17.66M | |
| 2025-Q1 | ADD | +$86M | +1.19M | |
| 2025-Q1 | TRIM | −$2M | −31.4K | |
| 2025-Q1 | TRIM | −$75M | −1.05M | |
| 2025-Q1 | NEW | +$62M | +846.5K | |
| 2025-Q1 | ADD | +$445K | +1.6K | |
| 2025-Q1 | TRIM | −$224M | −3.24M | |
| 2025-Q1 | ADD | +$210M | +2.86M | |
| 2024-Q4 | NEW | +$100M | +1.38M | |
| 2024-Q4 | NEW | +$467M | +6.46M | |
| 2024-Q4 | NEW | +$40M | +555.1K | |
| 2024-Q4 | NEW | +$6M | +89.7K | |
| 2024-Q4 | NEW | +$117M | +1.61M | |
| 2024-Q4 | NEW | +$651K | +9.0K | |
| 2024-Q4 | NEW | +$183M | +2.53M | |
| 2024-Q4 | NEW | +$292M | +4.05M | |
| 2024-Q4 | NEW | +$30M | +418.0K | |
| 2024-Q4 | NEW | +$255M | +3.53M | |
| 2024-Q4 | NEW | +$1.34B | +18.58M | |
| 2024-Q4 | NEW | +$27M | +372.2K | |
| 2024-Q4 | NEW | +$63M | +876.2K | |
| 2024-Q4 | NEW | +$120M | +1.66M | |
| 2024-Q4 | NEW | +$50M | +693.8K | |
| 2024-Q4 | NEW | +$1.66B | +23.01M | |
| 2024-Q4 | TRIM | −$371M | −4.22M | |
| 2024-Q3 | NEW | +$579M | +709.1K |
