InvestorLens

LRCX — LAM RESEARCH CORP

Information Technology · Semiconductor Equipment

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LRCX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Net distribution · 1 buying vs 4 selling last quarter
28
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their LRCX position last quarter, 1 bought and 4 sold (20% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Stanley Druckenmiller)
  • +7 tracked investors reported holding LRCX at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (3 reduced, 1 sold out)
  • −Congressional disclosures lean toward selling (2 sales vs 1 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About LAM RESEARCH CORP (LRCX)

LAM RESEARCH CORP (LRCX) appears in the most recent 13F filings of 7 tracked institutional investors. LAM RESEARCH CORP is classified in the Information Technology sector (Semiconductor Equipment industry). The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $4.1B. Across recent filings, tracked investors recorded 9 new positions, 19 increased, 24 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LRCX

50
/100
Mixed Activity
Added / Increased28
Reduced24
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track LRCX

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

LRCX Ownership Composition

How LAM RESEARCH CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
48% of tracked value
Institutions
7
tracked investors
Total Reported
$11.4B
combined 13F value
Types4
  • Growth & Innovation48.0%
  • Multi-Strategy / Quant44.5%
  • Macro6.1%
  • Value & Distressed1.5%
Growth & Innovation(2)
48.0%
Multi-Strategy / Quant(2)
44.5%
Macro(2)
6.1%
Value & Distressed(1)
1.5%

Tracked investors currently reporting LRCX

  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    9.4M
    Value
    $4.1B
    % Portfolio
    8.41%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    9M
    Value
    $3.9B
    % Portfolio
    0.45%
  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    3.2M
    Value
    $1.4B
    % Portfolio
    5.72%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.7M
    Value
    $1.2B
    % Portfolio
    0.42%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    938.2K
    Value
    $406.6M
    % Portfolio
    1.67%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    655.3K
    Value
    $284M
    % Portfolio
    0.39%
  • David TepperJun 30, 2026
    Appaloosa Management
    Shares
    382.5K
    Value
    $165.7M
    % Portfolio
    2.15%

Recent activity

Frequently asked questions

How many institutional investors hold LRCX?
7 tracked institutional investors disclosed a position in LRCX (LAM RESEARCH CORP) in their most recent 13F filing.
Who is the largest institutional holder of LRCX?
Philippe Laffont, Coatue Management, holds the largest disclosed position in LRCX, valued at $4.1B.
Did institutional ownership of LRCX increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 19 increased, 24 reduced, and 4 fully exited LRCX.
What sector is LRCX in?
LAM RESEARCH CORP is classified in the Information Technology GICS sector, Semiconductor Equipment industry.
Where does this LRCX ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
LRCX (LAM RESEARCH CORP) — Institutional Holders & 13F — InvestorLens