Ticker · CUSIP 512807306

LRCX

LAM RESEARCH CORP
Technology·Semiconductor Equipment & Materials
···Share
Holders (tracked)
30
Combined shares
86,099,660
Combined value
$12.40B
Last close
$260.96
Quarter
2025Q4
Tracked holders · last 8 quarters
+7 vs previous quarter over the last 6.
3042024Q32025Q4
Price is +81.2% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events
  1. AQR Capital Management added2026-02-17
    +168,454 shares · 2025Q4
    13F
  2. Chase Coleman (Tiger Global) trimmed2026-02-17
    −1,359,889 shares · 2025Q4
    13F
  3. Ken Griffin (Citadel Advisors) added2026-02-17
    +1,195,246 shares · 2025Q4
    13F
  4. D.E. Shaw & Co. added2026-02-17
    +115,955 shares · 2025Q4
    13F
  5. Philippe Laffont (Coatue) trimmed2026-02-17
    −148,927 shares · 2025Q4
    13F
  6. Wellington Management added2026-02-17
    +17,693 shares · 2025Q4
    13F
  7. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +293,700 shares · 2025Q4
    13F
  8. Ron Baron (Baron Capital / BAMCO) added2026-02-17
    +14,500 shares · 2025Q4
    13F
  9. Jeremy Grantham (GMO) trimmed2026-02-17
    −489,931 shares · 2025Q4
    13F
  10. David Tepper (Appaloosa) added2026-02-17
    +55,000 shares · 2025Q4
    13F
  11. Two Sigma Investments trimmed2026-02-17
    −269,615 shares · 2025Q4
    13F
  12. Izzy Englander (Millennium Mgmt) trimmed2026-02-17
    −558,384 shares · 2025Q4
    13F
  13. Steve Cohen (Point72) opened position2026-02-17
    +96,015 shares · 2025Q4
    13F
  14. T. Rowe Price added2026-02-17
    +10,666,540 shares · 2025Q4
    13F
  15. Ray Dalio (Bridgewater Associates) trimmed2026-02-13
    −422,319 shares · 2025Q4
    13F
  16. Lee Ainslie (Maverick Capital) added2026-02-13
    +616,524 shares · 2025Q4
    13F
  17. Renaissance Technologies added2026-02-12
    +460,566 shares · 2025Q4
    13F
  18. Norges Bank (Norway SWF) opened position2026-02-10
    +21,295,871 shares · 2025Q4
    13F
  19. Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
    −37,445 shares · 2025Q4
    13F
  20. AQR Capital Management added2025-11-14
    +2,056,749 shares · 2025Q3
    13F
  21. Two Sigma Investments added2025-11-14
    +1,223,184 shares · 2025Q3
    13F
  22. Philippe Laffont (Coatue) trimmed2025-11-14
    −553,000 shares · 2025Q3
    13F
  23. Lee Ainslie (Maverick Capital) added2025-11-14
    +122 shares · 2025Q3
    13F
  24. T. Rowe Price trimmed2025-11-14
    −3,851,229 shares · 2025Q3
    13F
  25. Wellington Management trimmed2025-11-14
    −61,576 shares · 2025Q3
    13F
  26. Ron Baron (Baron Capital / BAMCO) trimmed2025-11-14
    −1,039 shares · 2025Q3
    13F
  27. Izzy Englander (Millennium Mgmt) trimmed2025-11-14
    −271,614 shares · 2025Q3
    13F
  28. D.E. Shaw & Co. added2025-11-14
    +374,902 shares · 2025Q3
    13F
  29. Renaissance Technologies opened position2025-11-13
    +2,200 shares · 2025Q3
    13F
  30. Jeremy Grantham (GMO) added2025-11-13
    +156,371 shares · 2025Q3
    13F

Insider activity

No insider transactions in the last 30 days.
View full insider history for LRCX →
Follow-the-investor returns
If you'd copied each holder of LRCX…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2024Q3$0.17+155960.4%$3.57B
Ken Fisher (Fisher Asset Mgmt)2024Q4$72.23+261.3%$92.7M
Jeremy Grantham (GMO)2024Q4$76.00+243.4%$2.44B
Chase Coleman (Tiger Global)2024Q4$76.26+242.2%$1.02B
Wellington Management2025Q1$76.88+239.4%$108.7M
Philippe Laffont (Coatue)2024Q4$77.91+235.0%$2.56B
Norges Bank (Norway SWF)2024Q4$80.74+223.2%$5.56B
David Tepper (Appaloosa)2024Q4$85.04+206.9%$110.9M
Ray Dalio (Bridgewater Associates)2024Q4$104.72+149.2%$793.8M
AQR Capital Management2024Q4$114.37+128.2%$968.1M
Ken Griffin (Citadel Advisors)2024Q4$118.73+119.8%$1.11B
Ken Griffin (Citadel Advisors)2024Q4$118.73+119.8%$1.11B
Ken Griffin (Citadel Advisors)2024Q4$118.73+119.8%$1.11B
Paul Tudor Jones (Tudor Investment)2024Q3$124.17+110.2%$47.4M
Paul Tudor Jones (Tudor Investment)2024Q3$124.17+110.2%$47.4M
Ron Baron (Baron Capital / BAMCO)2024Q4$128.04+103.8%$7.3M
Izzy Englander (Millennium Mgmt)2024Q4$128.81+102.6%$289.4M
Izzy Englander (Millennium Mgmt)2024Q4$128.81+102.6%$289.4M
Izzy Englander (Millennium Mgmt)2024Q4$128.81+102.6%$289.4M
D.E. Shaw & Co.2024Q4$166.63+56.6%$72.0M
D.E. Shaw & Co.2024Q4$166.63+56.6%$72.0M
D.E. Shaw & Co.2024Q4$166.63+56.6%$72.0M
Lee Ainslie (Maverick Capital)2024Q4$168.60+54.8%$165.2M
Steve Cohen (Point72)2024Q4$169.43+54.0%$76.1M
Steve Cohen (Point72)2024Q4$169.43+54.0%$76.1M
Steve Cohen (Point72)2024Q4$169.43+54.0%$76.1M
Renaissance Technologies2024Q4$170.71+52.9%$120.8M
Two Sigma Investments2024Q4$170.95+52.7%$783K
Two Sigma Investments2024Q4$170.95+52.7%$783K
Two Sigma Investments2024Q4$170.95+52.7%$783K

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions3
Added to9
Trimmed7
Exited0
—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2024Q3
4
$61.5M
2024Q4
28
$6.28B
2025Q1
27
$3.49B
2025Q2
25
$6.45B
2025Q3
23
$6.48B
2025Q4
30
$12.40B
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-03-12David J. TaylorBuy$1K – $15KPDF ↗
2026-02-26David J. TaylorSell$1K – $15KPDF ↗
2026-02-26David J. TaylorSell$1K – $15KPDF ↗
2026-01-16David J. TaylorSell$1K – $15KPDF ↗
2025-09-23Valerie HoyleSell$1K – $15KPDF ↗
2025-09-22David J. TaylorSell$1K – $15KPDF ↗
2025-09-22David J. TaylorSell$1K – $15KPDF ↗
2025-09-03Jonathan JacksonSell$1K – $15KPDF ↗
2025-08-13Jonathan JacksonBuy$1K – $15KPDF ↗
2025-08-07Byron DonaldsBuy$1K – $15KPDF ↗
2025-08-07Byron DonaldsBuy$1K – $15KPDF ↗
2025-07-18David J. TaylorSell$1K – $15KPDF ↗

Who owns LRCX

30 super-investors · 2025Q4
Tracked stake
86.10M
shares
Combined value
$12.40B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New6Added13Trim11
#ManagerSharesValue
1Norges Bank
Norway SWF
21.30M$3.65B
2Philippe Laffont
Coatue
9.81M$1.68B
3Jeremy Grantham
GMO
9.34M$1.60B
4Ken Griffin
Citadel Advisors
4.25M$728M
5Ken Griffin
Citadel Advisors
4.24M$726M
6Ken Griffin
Citadel Advisors
4.18M$716M
7Chase Coleman
Tiger Global
3.90M$668M
8AQR Capital Management3.71M$635M
9Ray Dalio
Bridgewater Associates
3.04M$521M
10Izzy Englander
Millennium Mgmt
1.30M$223M
11Two Sigma Investments1.26M$215M
12Izzy Englander
Millennium Mgmt
1.11M$190M
13Izzy Englander
Millennium Mgmt
872.0K$149M
14D.E. Shaw & Co.656.7K$112M
15Lee Ainslie
Maverick Capital
633.1K$108M
16Renaissance Technologies462.8K$79M
17David Tepper
Appaloosa
425.0K$73M
18Wellington Management416.6K$71M
19Ken Fisher
Fisher Asset Mgmt
355.3K$61M
20Steve Cohen
Point72
291.7K$50M
21D.E. Shaw & Co.275.8K$47M
22Paul Tudor Jones
Tudor Investment
181.6K$31M
23Paul Tudor Jones
Tudor Investment
112.1K$19M
24Steve Cohen
Point72
96.0K$16M
25Steve Cohen
Point72
77.9K$13M
26D.E. Shaw & Co.63.6K$11M
27Ron Baron
Baron Capital / BAMCO
28.0K$5M
28T. Rowe Price13.70M$2M
29Two Sigma Investments6.0K$1M
30Two Sigma Investments3.0K$514K

Recent moves

20 transactions
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