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 Form 13F filings. 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
Q2 2023Hillman Value FundSell-24213,493$8,674,110
Q2 2023Sequoia Financial AdvisorsSell-1944,679$3,007,946
Q1 2023Tiger Global ManagementBuy100,228100,228$53,132,867
Q1 2023Vulcan Value PartnersSell-42,082290,012$153,575
Q1 2023Sound Shore ManagementBuy28,815123,375$65,403,555
Q1 2023Parnassus Endeavor FundSell-1,060188,110$99,720,873
Q1 2023Sequoia Financial AdvisorsBuy3294,873$2,583,339
Q1 2023Hillman Value FundSell-13313,735$7,281,198
Q4 2022Vulcan Value PartnersSell-254,404332,094$139,450
Q4 2022Sound Shore ManagementSell-85,61994,560$39,743,569
Q4 2022Parnassus Endeavor FundBuy51,473189,170$79,508,151
Q4 2022Sequoia Financial AdvisorsBuy9244,544$1,910,009
Q4 2022Hillman Value FundSell-48213,868$5,828,720
Q3 2022Renaissance Technologies LLCBuy130,700207,356$75,892
Q3 2022Vulcan Value PartnersSell-91,687586,498$214,659
Q3 2022Triple Frond PartnersBuy62,06062,060$22,714
Q3 2022Hillman Value FundSell-1,33814,350$5,252
Q3 2022Sequoia Financial AdvisorsSell-2193,620$1,325
Q2 2022Viking Global InvestorsBuy337,326694,026$295,759
Q2 2022Vulcan Value PartnersSell-179,054678,185$289,009
Q2 2022TCI Fund ManagementBuy72,24589,545$38,160
Q2 2022Hillman Value FundBuy10,72615,688$6,686
Q2 2022Sequoia Financial AdvisorsSell-1173,839$1,636
Q1 2022Vulcan Value PartnersSell-33,160857,239$460,860
Q1 2022Sequoia Financial AdvisorsBuy2243,956$2,126
Q1 2022Hancock Classic ValueBuy212879$473
Q4 2021Renaissance Technologies LLCSell-103,40076,656$55,127
Q4 2021Vulcan Value PartnersSell-6,232890,399$640,331
Q4 2021Sequoia Financial AdvisorsBuy3,2053,732$2,684
Q4 2021Hancock Classic ValueBuy667667$480

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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