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LRCX —
LAM RESEARCH CORP
CUSIP: 512807306 · Held by 9 superinvestors · Combined value: $5,350,272,115
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.3% | $2,170,402,518 | 12,679,066 | ADD | +3,909,146 |
| 2 | Philippe Laffont | 4.2% | $1,678,516,617 | 9,805,565 | REDUCE | -148,927 |
| 3 | Chase Coleman | 2.2% | $667,677,148 | 3,900,439 | REDUCE | -1,359,889 |
| 4 | Ray Dalio | 1.9% | $520,671,530 | 3,041,661 | REDUCE | -422,319 |
| 5 | Lee Ainslie | 1.2% | $108,371,319 | 633,084 | ADD | +616,524 |
| 6 | Jim Simons | 0.1% | $79,216,393 | 462,766 | ADD | +460,566 |
| 7 | David Tepper | 1.1% | $72,751,500 | 425,000 | ADD | +55,000 |
| 8 | Triple Frond Partners | 5.3% | $50,563,000 | 295,377 | REDUCE | -132,513 |
| 9 | Christopher Davis | 0.0% | $2,102,090 | 12,280 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Tepper | ADD | +55,000 | +14.9% |
| Jim Simons | ADD | +460,566 | +20934.8% |
| Ken Griffin | ADD | +3,909,146 | +44.6% |
| Lee Ainslie | ADD | +616,524 | +3723.0% |
| Chase Coleman | REDUCE | -1,359,889 | -25.9% |
| Philippe Laffont | REDUCE | -148,927 | -1.5% |
| Ray Dalio | REDUCE | -422,319 | -12.2% |
| Triple Frond Partners | REDUCE | -132,513 | -31.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +2,200 | New |
| Lee Ainslie | ADD | +122 | +0.7% |
| Ray Dalio | ADD | +1,825,200 | +111.4% |
| David Tepper | REDUCE | -30,000 | -7.5% |
| Ken Griffin | REDUCE | -2,538,587 | -22.4% |
| Philippe Laffont | REDUCE | -553,000 | -5.3% |
| Triple Frond Partners | REDUCE | -278,725 | -39.4% |
Who Owns LRCX? Superinvestor Holdings
LAM RESEARCH CORP is held by 9 tracked superinvestors, with a combined position value of $5.4 billion . The largest positions are held by Ken Griffin (0.3% of portfolio), Philippe Laffont (4.2% of portfolio), Chase Coleman (2.2% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 4 reduced or exited.