Lam Research (LRCX)

Sector:Information Technology
Super Investor Stats:
Ownership count:7
Ownership rank:74
% of all portfolios:0.136%
Hold Price * :$433.33
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q2  2026
≡ Lee Ainslie - Maverick Capital Buy 4,083 0.02
≡ Mairs & Power Funds Buy 765 0.00
≡ Sarah Ketterer - Causeway Capital Management Buy 816 0.00
Q1  2026
≡ Polen Capital Management Buy 1,054,495 1.56
≡ Daniel Loeb - Third Point Buy 75,000 0.77
Q4  2025
≡ Lee Ainslie - Maverick Capital Add 3722.97% 616,524 1.13
≡ David Tepper - Appaloosa Management Add 14.86% 55,000 0.14
Q3  2025
≡ Lee Ainslie - Maverick Capital Add 0.74% 122 0.00
Q2  2025
≡ Chase Coleman - Tiger Global Management Add 18.89% 835,628 0.24
Q1  2025
≡ Triple Frond Partners Add 38.07% 194,850 1.91
≡ Chase Coleman - Tiger Global Management Add 11.80% 467,000 0.13
≡ Lee Ainslie - Maverick Capital Add 0.24% 1,634 0.00
Q4  2024
≡ Lee Ainslie - Maverick Capital Add 150.18% 416,485 0.54
≡ David Tepper - Appaloosa Management Add 25.00% 250,000 0.28
≡ Chase Coleman - Tiger Global Management Add 12.06% 425,870 0.12
≡ Triple Frond Partners Buy 511,765 4.79
Q1  2024
≡ Lee Ainslie - Maverick Capital Add 6.34% 17,560 0.03
Q4  2023
≡ Chase Coleman - Tiger Global Management Add 8.90% 329,450 0.18
Q3  2023
≡ Chase Coleman - Tiger Global Management Add 8.35% 285,100 0.13
Q2  2023
≡ Chase Coleman - Tiger Global Management Add 240.75% 2,413,000 1.29
≡ David Tepper - Appaloosa Management Buy 1,200,000 1.43
Q1  2023
≡ Harry Burn - Sound Shore Add 296.00% 922,200 1.84
≡ Chase Coleman - Tiger Global Management Buy 1,002,280 0.48
Q4  2022
≡ Harry Burn - Sound Shore Buy 311,550 1.51
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 4.94% 84,060 0.07
≡ Triple Frond Partners Buy 620,600 4.00
Q2  2022
≡ Lee Ainslie - Maverick Capital Add 21.38% 299,460 0.32
≡ Viking Global Investors Buy 6,940,260 1.36
≡ Chris Hohn - TCI Fund Management Buy 895,450 0.12
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 3.29% 89,100 0.08
Q3  2021
≡ Lee Ainslie - Maverick Capital Add 57.26% 986,410 0.62
Q1  2021
≡ Chris Hohn - TCI Fund Management Buy 173,000 0.03
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 217.25% 5,037,690 3.11
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 1036.20% 2,114,790 1.44
≡ Harry Burn - Sound Shore Add 37.96% 247,500 0.80
Q1  2020
≡ Harry Burn - Sound Shore Buy 652,000 1.69
Q3  2019
≡ Lee Ainslie - Maverick Capital Add 10.19% 25,840 0.01
Q3  2018
≡ Lee Ainslie - Maverick Capital Add 4499.37% 15,666,810 2.95
Q2  2018
≡ David Tepper - Appaloosa Management Add 6.52% 844,140 0.17
Q1  2018
≡ Lee Ainslie - Maverick Capital Add 41.23% 133,000 0.04
≡ David Tepper - Appaloosa Management Buy 12,955,860 2.82
Q4  2017
≡ Lee Ainslie - Maverick Capital Add 64.93% 127,000 0.03
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 21.26% 34,300 0.01
Q2  2016
≡ Lee Ainslie - Maverick Capital Add 83.65% 24,895,470 2.84
Q1  2016
≡ Lee Ainslie - Maverick Capital Buy 29,760,020 3.89
Q1  2015
≡ Lee Ainslie - Maverick Capital Buy 31,500 0.00
Q2  2014
≡ David Einhorn - Greenlight Capital Add 115.49% 14,149,000 1.38
Q1  2014
≡ David Einhorn - Greenlight Capital Buy 12,251,000 1.06
Q3  2012
≡ David Tepper - Appaloosa Management Add 96.66% 4,206,730 0.38
Q2  2012
≡ David Tepper - Appaloosa Management Buy 4,352,000 0.63
Q4  2010
≡ David Tepper - Appaloosa Management Add 319.42% 11,607,870 1.41
Q3  2010
≡ David Tepper - Appaloosa Management Buy 3,633,990 0.55

* "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.