Lam Research (LRCX) Held by Superinvestors
LAM RESEARCH CORP (LRCX) is currently held by 10 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $2.37B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Tiger Global Management is currently the largest disclosed institutional shareholder of LRCX tracked by InsiderSet, reporting ownership valued at approximately $1.37B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.01B, representing an estimated loss of -26.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LRCX value among the investors covered in this analysis. Major shareholders include Tiger Global Management, Polen Capital Management, Whale Rock Capital Management, and several other long-term asset managers with concentrated positions in LAM RESEARCH CORP (LRCX).
This page ranks the largest institutional LRCX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiger Global Management | Chase Coleman III | 5.72% | 3,163,495 | $1,370,837,288 | $1,014,184,862 | -$356,652,426 | -26.02% |
| Polen Capital Management | David M. Polen | 3.21% | 859,036 | $372,246,307 | $275,398,351 | -$96,847,956 | -26.02% |
| Whale Rock Capital Management | Alex Sacerdote | 2.58% | 742,638 | $321,807,325 | $238,082,316 | -$83,725,009 | -26.02% |
| Appaloosa Management | David Tepper | 2.22% | 382,500 | $165,748,725 | $122,625,675 | -$43,123,050 | -26.02% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.21% | 185,517 | $80,390,082 | $59,474,895 | -$20,915,187 | -26.02% |
| Sequoia Financial Advisors | 0.15% | 67,276 | $29,152,505 | $21,568,013 | -$7,584,492 | -26.02% | |
| Duquesne Family Office Llc | Stanley Druckenmiller | 0.43% | 43,600 | $18,893,000 | $13,977,724 | -$4,915,276 | -26.02% |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 31,600 | $13,693,228 | $10,130,644 | -$3,562,584 | -26.02% |
| Causeway Capital Management | Sarah Ketterer | 0.00% | 816 | $353,597 | $261,601 | -$91,996 | -26.02% |
| Mairs & Power Growth Fund | Andrew R. Adams | 0.00% | 765 | $331,497 | $245,251 | -$86,246 | -26.02% |
Frequently asked questions about LRCX
Who are the largest superinvestors holding LRCX?
The largest superinvestors holding LRCX in the latest SEC Form 13F filings include Tiger Global Management, Polen Capital Management, Whale Rock Capital Management, Appaloosa Management, and Parnassus Endeavor Fund. InsiderSet ranks these superinvestors by their latest reported LRCX position.
What does the LRCX superinvestors page include?
This page tracks LRCX positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. LAM RESEARCH CORP (LRCX) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold LRCX?
InsiderSet currently tracks 10 superinvestors reporting LRCX holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own LRCX.
How much LRCX stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $2.37B in LRCX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were LRCX superinvestor holdings last updated?
The latest LRCX superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor LRCX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its LRCX position after the reporting date.
Are superinvestors buying or selling LRCX?
Buying and selling can be analyzed by comparing LRCX positions across consecutive 13F reporting periods. InsiderSet's LRCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LRCX ownership changes.
How have superinvestor LRCX holdings changed over time?
InsiderSet tracks LRCX holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.