LRCX Stock Ownership Activity

LAM RESEARCH CORP 13F holders

4 value investing gurus have made changes to the LAM RESEARCH CORP (LRCX) position according to the gurus' latest SEC quarterly report(s). LRCX has been bought (as a new position) by 2, completely sold out by 1 guru(s), the number of LRCX shares has been decreased by 1 super investor(s).

Which gurus or hedge funds are buying LRCX now?

According to the latest SEC filing(s) LAM RESEARCH CORP (LRCX) has been bought by 2 gurus: David M. Polen - Polen Capital Management (new buy) and Daniel Loeb - Third Point (new buy).

To see more about who is investing in LAM RESEARCH CORP (LRCX), please go to the LRCX ownership page.

2026 Q1 (4 results)
Daniel Loeb
buy
+75,000
+0.77%
0.77%
David M. Polen
buy
+1,054,495
+1.56%
1.56%
David Tepper
-10.00%
-42,500
-0.15%
1.38%
Stuart Mclaughlin
-100.00%
-295,377
-5.25%
0.00%
AVG reported price*: $213.66
2025 Q4 (3 results)
David Tepper
+14.86%
+55,000
+0.14%
1.06%
Chase Coleman III
-25.85%
-1,359,889
-0.78%
2.25%
Stuart Mclaughlin
-30.97%
-132,513
-2.36%
0.00%
AVG reported price*: $171.18
2025 Q3 (2 results)
David Tepper
-7.50%
-30,000
-0.05%
0.67%
Stuart Mclaughlin
-39.45%
-278,725
-4.07%
6.24%
AVG reported price*: $133.90
2025 Q2 (3 results)
Chase Coleman III
+18.89%
+835,628
+0.24%
1.50%
David Tepper
-20.00%
-100,000
-0.15%
0.60%
Phil Town
-100.00%
-32,000
-1.03%
0.00%
AVG reported price*: $97.34
2025 Q1 (4 results)
Phil Town
buy
+32,000
+1.14%
0.00%
Stuart Mclaughlin
+38.07%
+194,850
+1.91%
6.94%
Chase Coleman III
+11.80%
+467,000
+0.13%
1.21%
David Tepper
-60.00%
-750,000
-0.98%
0.65%
AVG reported price*: $72.70
2024 Q4 (3 results)
David Tepper
buy
+1,250,000
+1.40%
1.40%
Chase Coleman III
buy
+3,957,700
+1.08%
1.08%
Stuart Mclaughlin
buy
+511,765
+4.79%
4.79%
AVG reported price*: $72.23
19 of 19

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.