LAM RESEARCH CORP (LRCX) Institutional Ownership Changes & 13F Activity

LAM RESEARCH CORP (LRCX) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Renaissance Technologies LLC, Parnassus Endeavor Fund, Third Point, and Appaloosa Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementBuy1,054,4951,054,495$225,303,412
Q1 2026Renaissance Technologies LLCSell-459,3603,406$727,781
Q1 2026Parnassus Endeavor FundSell-383,763262,163$56,013,747
Q1 2026Third PointBuy75,00075,000$16,024,500
Q1 2026Appaloosa ManagementSell-42,500382,500$81,724,950
Q1 2026Sequoia Financial AdvisorsBuy9,37770,528$15,069,076
Q4 2025Tiger Global ManagementSell-1,359,8893,900,439$667,677,148
Q4 2025Renaissance Technologies LLCBuy460,566462,766$79,216,393
Q4 2025Triple Frond PartnersSell-132,513295,377$50,563
Q4 2025Appaloosa ManagementBuy55,000425,000$72,751,500
Q4 2025Parnassus Endeavor FundSell-54,789645,926$110,569,613
Q4 2025Sequoia Financial AdvisorsSell-10,49261,151$10,467,867
Q3 2025Triple Frond PartnersSell-278,725427,890$57,294
Q3 2025Renaissance Technologies LLCSell-86,0602,200$294,580
Q3 2025Appaloosa ManagementSell-30,000370,000$49,543,000
Q3 2025Parnassus Endeavor FundSell-27,313700,715$93,825,739
Q3 2025Sequoia Financial AdvisorsBuy4,55671,643$9,593,059
Q2 2025Tiger Global ManagementBuy835,6285,260,328$512,040,328
Q2 2025Appaloosa ManagementSell-100,000400,000$38,936,000
Q2 2025Parnassus Endeavor FundSell-44,430728,028$70,866,246
Q2 2025Sequoia Financial AdvisorsSell-24067,087$6,530,208
Q1 2025Appaloosa ManagementSell-750,000500,000$36,350,000
Q1 2025Tiger Global ManagementBuy467,0004,424,700$321,675,690
Q1 2025Triple Frond PartnersBuy194,850706,615$51,371
Q1 2025Parnassus Endeavor FundSell-75,025772,458$56,157,697
Q1 2025Sequoia Financial AdvisorsSell-1,74467,327$4,894,686
Q4 2024Tiger Global ManagementBuy3,604,5173,957,700$285,864,671
Q4 2024Appaloosa ManagementBuy1,150,0001,250,000$90,287,500
Q4 2024Parnassus Endeavor FundBuy781,219847,483$61,213,697
Q4 2024Triple Frond PartnersBuy459,235511,765$36,965

Frequently asked questions about LRCX activity

  • Which institutional owners are buying LRCX?

    Institutional owners buying LRCX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LRCX activity?

    "Buy" means an investor increased their reported position in LRCX compared to the prior reporting period. This reflects growing exposure to LAM RESEARCH CORP (LRCX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LRCX increasing?

    Institutional interest in LRCX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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