COM NEW
LRCX
LAM RESEARCH CORP
Holdings as of 2023-12-31Filed 2024-02-14Updated 2026-10-22
View original evidence ↗Viewing holdings for 2023 Q4. View latest quarter →
Investors holding3
New positions0
Increased1
Decreased2
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Chase ColemanTiger Global | 2.25%+0.5 pp | 402,983 | +8.9% | Increased | 2024-02-14 | SEC filing |
| Philippe LaffontCoatue Management | 2.24%-0.0 pp | 681,114 | -4.3% | Decreased | 2024-02-14 | SEC filing |
| David TepperAppaloosa | 1.63%+0.1 pp | 118,000 | -1.7% | Decreased | 2024-02-14 | 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 |
Original sources
Public commentary is shown only when a dated, verified original is available.
Advanced · SEC data & downloads
CUSIP 512807306 · COM NEW
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Tiger Global · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Appaloosa · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups