COM NEW
LRCX
LAM RESEARCH CORP
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus17.3/100↑ 1Current quarter score · 2026 Q2
Investors holding4
New positions1
Increased0
Decreased2
Exited1
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Philippe LaffontCoatue Management | 8.41%+1.0 pp | 9,441,603 | -6.0% | Decreased | 2026-08-14 | SEC filing |
| Chase ColemanTiger Global | 5.72%+2.1 pp | 3,163,495 | -18.9% | Decreased | 2026-08-14 | SEC filing |
| David TepperAppaloosa | 2.22%+0.8 pp | 382,500 | 0.0% | Unchanged | 2026-08-14 | SEC filing |
| Stanley DruckenmillerDuquesne Family Office | 0.43%+0.4 pp | 43,600 | — | New | 2026-08-14 | SEC filing |
| Daniel LoebThird Point | 0.00%-0.8 pp | 0 | -100.0% | Exited | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 4 |
| 2026 Q1 | 4 |
| 2025 Q4 | 3 |
| 2025 Q3 | 3 |
| 2025 Q2 | 3 |
| 2025 Q1 | 3 |
| 2024 Q4 | 3 |
| 2024 Q3 | 3 |
| 2024 Q2 | 3 |
| 2024 Q1 | 3 |
| 2023 Q4 | 3 |
| 2023 Q3 | 3 |
| 2023 Q2 | 3 |
| 2023 Q1 | 2 |
| 2022 Q4 | 1 |
| 2022 Q3 | 1 |
| 2022 Q2 | 2 |
| 2022 Q1 | 0 |
| 2021 Q4 | 1 |
| 2021 Q3 | 1 |
Inside the Consensus Score
breadth7.5 / 30
conviction2.1 / 20
activity2.3 / 20
trend2.4 / 15
persistence3.0 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Duquesne Family OfficeOfficial SEC filing
AppaloosaOfficial SEC filing
Third PointOfficial SEC filing
Coatue ManagementOfficial SEC filing
Tiger GlobalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 512807306 · COM NEW
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Coatue Management · 13F-HR · SEC filing · TXT
Tiger Global · 13F-HR · SEC filing · TXT
Appaloosa · 13F-HR · SEC filing · TXT
Duquesne Family Office · 13F-HR · SEC filing · TXT
Third Point · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups