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LAM RESEARCH CORP

LRCX

Holders

6

Combined Value

$3.08B

Combined Shares

14,407,630

Current Price

$366.81

52W High

$373.82

vs 52W High

−1.9%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$43.94$109.95$175.96$241.97Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q4 2024 · implied price $72.23Q1 2025 · implied price $72.70Q2 2025 · implied price $97.34Q3 2025 · implied price $133.90Q4 2025 · implied price $171.18Q1 2026 · implied price $213.66Philippe Laffont - Coatue Management · bought 4,046,370 shares @ ~$72.23 · Q4 2024 (new position)Chase Coleman - Tiger Global Management · bought 3,957,700 shares @ ~$72.23 · Q4 2024 (new position)David Tepper - Appaloosa Management · bought 1,250,000 shares @ ~$72.23 · Q4 2024 (new position)Jim Simons - Renaissance Technologies · bought 88,260 shares @ ~$72.23 · Q4 2024 (new position)Davis Selected Advisers · bought 12,280 shares @ ~$72.23 · Q4 2024 (new position)Philippe Laffont - Coatue Management · bought 237,940 shares @ ~$213.66 · Q1 2026Daniel Loeb - Third Point · bought 75,000 shares @ ~$213.66 · Q1 2026 (new position)Jim Simons - Renaissance Technologies · sold 459,360 shares @ ~$213.68 · Q1 2026David Tepper - Appaloosa Management · sold 42,500 shares @ ~$213.66 · Q1 2026Davis Selected Advisers · sold 9,500 shares @ ~$213.66 · Q1 2026Philippe Laffont - Coatue Management · bought 4,163,199 shares @ ~$72.70 · Q1 2025Chase Coleman - Tiger Global Management · bought 467,000 shares @ ~$72.70 · Q1 2025David Tepper - Appaloosa Management · sold 750,000 shares @ ~$72.70 · Q1 2025Jim Simons - Renaissance Technologies · sold 88,260 shares @ ~$72.23 · Q1 2025 (sold out)Jim Simons - Renaissance Technologies · bought 2,200 shares @ ~$133.90 · Q3 2025 (new position)Philippe Laffont - Coatue Management · sold 553,000 shares @ ~$133.90 · Q3 2025David Tepper - Appaloosa Management · sold 30,000 shares @ ~$133.90 · Q3 2025Jim Simons - Renaissance Technologies · bought 460,566 shares @ ~$171.18 · Q4 2025David Tepper - Appaloosa Management · bought 55,000 shares @ ~$171.18 · Q4 2025Chase Coleman - Tiger Global Management · sold 1,359,889 shares @ ~$171.18 · Q4 2025Philippe Laffont - Coatue Management · sold 148,927 shares @ ~$171.18 · Q4 2025Philippe Laffont - Coatue Management · bought 2,297,923 shares @ ~$97.34 · Q2 2025Chase Coleman - Tiger Global Management · bought 835,628 shares @ ~$97.34 · Q2 2025David Tepper - Appaloosa Management · sold 100,000 shares @ ~$97.34 · Q2 2025BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Philippe Laffont - Coatue Management$2.15B7.39%~$81.12+352.2%BUY Q1 2026Q1 2026
Chase Coleman - Tiger Global Management$833.37M3.65%~$76.26+381.0%SELL Q4 2025Q1 2026
David Tepper - Appaloosa Management$81.72M1.38%~$85.04+331.4%SELL Q1 2026Q1 2026
Daniel Loeb - Third Point$16.02M0.77%~$213.66+71.7%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$727.8K0.00%~$171.00+114.5%SELL Q1 2026Q1 2026
Davis Selected Advisers$594.0K0.00%~$72.23+407.8%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$98.15M~$213.68
Q1 2026Philippe Laffont - Coatue ManagementBUY+$50.84M~$213.66
Q1 2026Daniel Loeb - Third PointNEW BUY+$16.02M~$213.66
Q1 2026David Tepper - Appaloosa ManagementSELL−$9.08M~$213.66
Q1 2026Davis Selected AdvisersSELL−$2.03M~$213.66
Q4 2025Chase Coleman - Tiger Global ManagementSELL−$232.79M~$171.18
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$78.84M~$171.18
Q4 2025Philippe Laffont - Coatue ManagementSELL−$25.49M~$171.18
Q4 2025David Tepper - Appaloosa ManagementBUY+$9.41M~$171.18
Q3 2025Philippe Laffont - Coatue ManagementSELL−$74.05M~$133.90
Q3 2025David Tepper - Appaloosa ManagementSELL−$4.02M~$133.90
Q3 2025Jim Simons - Renaissance TechnologiesNEW BUY+$294.6K~$133.90
Q2 2025Philippe Laffont - Coatue ManagementBUY+$223.68M~$97.34
Q2 2025Chase Coleman - Tiger Global ManagementBUY+$81.34M~$97.34
Q2 2025David Tepper - Appaloosa ManagementSELL−$9.73M~$97.34
Q1 2025Philippe Laffont - Coatue ManagementBUY+$302.66M~$72.70
Q1 2025David Tepper - Appaloosa ManagementSELL−$54.52M~$72.70
Q1 2025Chase Coleman - Tiger Global ManagementBUY+$33.95M~$72.70
Q1 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$6.38M~$72.23
Q4 2024Philippe Laffont - Coatue ManagementNEW BUY+$292.27M~$72.23
Q4 2024Chase Coleman - Tiger Global ManagementNEW BUY+$285.86M~$72.23
Q4 2024David Tepper - Appaloosa ManagementNEW BUY+$90.29M~$72.23
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$6.38M~$72.23
Q4 2024Davis Selected AdvisersNEW BUY+$887.0K~$72.23

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026614,407,630-1.4%$3.08B$213.66
Q4 2025514,606,050-6.4%$2.50B$171.18
Q3 2025515,599,300-3.6%$2.09B$133.90
Q2 2025416,180,100+23.1%$1.57B$97.34
Q1 2025413,146,549+40.5%$955.75M$72.70
Q4 202459,354,610—$675.68M$72.23