Lam Research (LRCX)

Sector:Information Technology
Super Investor Stats:
Ownership count:5
Ownership rank:89
% of all portfolios:0.127%
Hold Price * :$783.26
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2024
≡ Hillman Value Fund Sell 100.00% 8,600 3.02
Q4  2023
≡ Chase Coleman - Tiger Global Management Add 8.90% 32,945 0.18
≡ Lee Ainslie - Maverick Capital Reduce 0.38% 106 0.00
≡ David Tepper - Appaloosa Management Reduce 1.67% 2,000 0.03
Q3  2023
≡ Chase Coleman - Tiger Global Management Add 8.35% 28,510 0.13
≡ Lee Ainslie - Maverick Capital Reduce 1.66% 470 0.01
≡ Hillman Value Fund Reduce 31.75% 4,000 1.24
Q2  2023
≡ Chase Coleman - Tiger Global Management Add 240.75% 241,300 1.29
≡ David Tepper - Appaloosa Management Buy 120,000 1.43
≡ Lee Ainslie - Maverick Capital Reduce 70.60% 67,927 0.94
≡ Harry Burn - Sound Shore Sell 100.00% 123,375 2.46
Q1  2023
≡ Harry Burn - Sound Shore Add 296.00% 92,220 1.84
≡ Chase Coleman - Tiger Global Management Buy 100,228 0.48
≡ Lee Ainslie - Maverick Capital Reduce 37.88% 58,659 0.80
Q4  2022
≡ Harry Burn - Sound Shore Buy 31,155 1.51
≡ Lee Ainslie - Maverick Capital Reduce 13.21% 23,577 0.24
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 4.94% 8,406 0.07
≡ Triple Frond Partners Buy 62,060 4.00
≡ Hillman Value Fund Reduce 12.50% 1,800 0.38
≡ Viking Global Investors Sell 100.00% 694,026 1.36
≡ Chris Hohn - TCI Fund Management Sell 100.00% 89,545 0.12
Q2  2022
≡ Lee Ainslie - Maverick Capital Add 21.38% 29,946 0.32
≡ Hillman Value Fund Buy 14,400 2.99
≡ Viking Global Investors Buy 694,026 1.36
≡ Chris Hohn - TCI Fund Management Buy 89,545 0.12
Q1  2022
≡ Lee Ainslie - Maverick Capital Reduce 49.94% 139,739 1.35
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 3.29% 8,910 0.08
≡ Christopher Davis - Davis Advisors Reduce 49.98% 1,227 0.00
Q3  2021
≡ Lee Ainslie - Maverick Capital Add 57.26% 98,641 0.62
Q2  2021
≡ Lee Ainslie - Maverick Capital Reduce 40.18% 115,708 0.71
≡ Chris Hohn - TCI Fund Management Sell 100.00% 17,300 0.03
Q1  2021
≡ Chris Hohn - TCI Fund Management Buy 17,300 0.03
≡ Lee Ainslie - Maverick Capital Reduce 49.21% 279,059 1.56
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 22.92% 168,609 1.28
≡ Harry Burn - Sound Shore Sell 100.00% 56,660 1.82
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 217.25% 503,769 3.11
≡ Harry Burn - Sound Shore Reduce 37.01% 33,290 1.07
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 1036.20% 211,479 1.44
≡ Harry Burn - Sound Shore Add 37.96% 24,750 0.80
Q1  2020
≡ Harry Burn - Sound Shore Buy 65,200 1.69
≡ Lee Ainslie - Maverick Capital Reduce 22.76% 6,013 0.03
≡ Christopher Davis - Davis Advisors Reduce 29.56% 1,030 0.00
≡ Hillman Value Fund Sell 100.00% 3,500 1.16
Q4  2019
≡ Lee Ainslie - Maverick Capital Reduce 5.45% 1,522 0.01
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 13,000 0.47
Q3  2019
≡ Lee Ainslie - Maverick Capital Add 10.19% 2,584 0.01
≡ Robert Olstein - Olstein Capital Management Reduce 43.48% 10,000 0.36
Q2  2019
≡ Robert Olstein - Olstein Capital Management Reduce 29.23% 9,500 0.29
≡ Lee Ainslie - Maverick Capital Reduce 31.85% 11,850 0.03
Q1  2019
≡ Robert Olstein - Olstein Capital Management Reduce 20.73% 8,500 0.25
≡ Hillman Value Fund Reduce 50.00% 3,500 2.03
≡ Lee Ainslie - Maverick Capital Reduce 95.26% 747,586 1.81
Q4  2018
≡ Robert Olstein - Olstein Capital Management Add 4.06% 1,600 0.04
≡ Hillman Value Fund Buy 7,000 3.28
≡ Lee Ainslie - Maverick Capital Reduce 51.00% 816,705 1.63
≡ David Tepper - Appaloosa Management Sell 100.00% 1,175,000 3.18
Q3  2018
≡ Lee Ainslie - Maverick Capital Add 4499.37% 1,566,681 2.95
≡ Robert Olstein - Olstein Capital Management Add 97.00% 19,400 0.39
≡ David Tepper - Appaloosa Management Reduce 14.86% 205,000 0.55
Q2  2018
≡ David Tepper - Appaloosa Management Add 6.52% 84,414 0.17
≡ Robert Olstein - Olstein Capital Management Buy 20,000 0.46
≡ Lee Ainslie - Maverick Capital Reduce 23.57% 10,740 0.02
Q1  2018
≡ Lee Ainslie - Maverick Capital Add 41.23% 13,300 0.04
≡ David Tepper - Appaloosa Management Buy 1,295,586 2.82
Q4  2017
≡ Lee Ainslie - Maverick Capital Add 64.93% 12,700 0.03
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 21.26% 3,430 0.01
Q2  2017
≡ Lee Ainslie - Maverick Capital Reduce 32.31% 7,700 0.01
Q1  2017
≡ Lee Ainslie - Maverick Capital Reduce 98.68% 1,778,427 2.99
Q4  2016
≡ Lee Ainslie - Maverick Capital Reduce 60.35% 2,743,001 3.77
Q3  2016
≡ Lee Ainslie - Maverick Capital Reduce 16.84% 920,291 1.04
Q2  2016
≡ Lee Ainslie - Maverick Capital Add 83.65% 2,489,547 2.84
Q1  2016
≡ Lee Ainslie - Maverick Capital Buy 2,976,002 3.89
Q3  2015
≡ David Einhorn - Greenlight Capital Sell 100.00% 1,636,700 1.70
≡ Lee Ainslie - Maverick Capital Sell 100.00% 3,150 0.00
Q2  2015
≡ David Einhorn - Greenlight Capital Reduce 1.11% 18,300 0.02
Q1  2015
≡ Lee Ainslie - Maverick Capital Buy 3,150 0.00
≡ David Einhorn - Greenlight Capital Reduce 33.27% 825,000 0.76
Q4  2014
≡ David Einhorn - Greenlight Capital Reduce 6.06% 160,000 0.17
Q2  2014
≡ David Einhorn - Greenlight Capital Add 115.49% 1,414,900 1.38
Q1  2014
≡ David Einhorn - Greenlight Capital Buy 1,225,100 1.06
Q4  2012
≡ David Tepper - Appaloosa Management Sell 100.00% 855,873 0.77
Q3  2012
≡ David Tepper - Appaloosa Management Add 96.66% 420,673 0.38
Q2  2012
≡ David Tepper - Appaloosa Management Buy 435,200 0.63
Q4  2011
≡ David Tepper - Appaloosa Management Sell 100.00% 905,616 2.47
Q3  2011
≡ David Tepper - Appaloosa Management Reduce 20.37% 231,670 0.63
Q2  2011
≡ David Tepper - Appaloosa Management Reduce 17.54% 241,900 0.27
Q1  2011
≡ David Tepper - Appaloosa Management Reduce 9.51% 145,000 0.21
Q4  2010
≡ David Tepper - Appaloosa Management Add 319.42% 1,160,787 1.41
Q3  2010
≡ David Tepper - Appaloosa Management Buy 363,399 0.55
Q1  2010
≡ Richard Pzena - Hancock Classic Value Sell 100.00% 248,998 0.41
Q4  2009
≡ Richard Pzena - Hancock Classic Value Reduce 35.16% 135,002 0.22
Q2  2009
≡ Richard Pzena - Hancock Classic Value Buy 384,000 0.50
Q1  2009
≡ Hillman Value Fund Sell 100.00% 39,500 4.90
Q4  2008
≡ Hillman Value Fund Reduce 26.31% 14,100 1.75
Q3  2008
≡ Hillman Value Fund Reduce 52.57% 59,400 5.91
Q2  2008
≡ Hillman Value Fund Add 3.67% 4,000 0.20
Q4  2007
≡ Hillman Value Fund Buy 109,000 4.91

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.