← Top Holdings

LRCXLAM RESEARCH CORP

CUSIP: 512807306

13

Guru Owners

$6.43B

Total Value Held

14.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Philippe Laffont	Coatue Management	9441603	$4.09B	8.41%	$433.33	Q2 2026
Chase Coleman	Tiger Global Management	3163495	$1.37B	5.72%	$433.33	Q2 2026
Ray Dalio	Bridgewater Associates	938224	$406.6M	1.67%	$433.33	Q2 2026
Polen Capital	Polen Capital Management	859036	$372.2M	3.21%	$433.33	Q2 2026
David Tepper	Appaloosa Management	382500	$165.7M	2.15%	$433.33	Q2 2026
Stanley Druckenmiller	Duquesne Family Office	43600	$18.9M	0.36%	$433.33	Q2 2026
Dan Sundheim (Mine & Arao)	Mine & Arao Wealth Creation & Management	4360	$1.9M	0.68%	$433.33	Q2 2026
Lee Ainslie	Maverick Capital	4083	$1.8M	0.02%	$433.33	Q2 2026
Christopher Davis	Davis Selected Advisers	2780	$1.2M	0.01%	$433.33	Q2 2026
Wally Obermeyer	Obermeyer Wealth Partners	1566	$679K	0.03%	$433.33	Q2 2026
Sarah Ketterer	Causeway Capital Management	816	$354K	0.00%	$433.33	Q2 2026
Mairs & Power	Mairs & Power	765	$331K	0.00%	$433.33	Q2 2026
FPA Queens Road	Bragg Financial Advisors	624	$270K	0.01%	$433.33	Q2 2026

Philippe Laffont

$4.09B

8.41%

$1.37B

5.72%

$406.6M

1.67%

$372.2M

3.21%

$165.7M

2.15%

Stanley Druckenmiller

$18.9M

0.36%

Dan Sundheim (Mine & Arao)

$1.9M

0.68%

$1.8M

0.02%

Christopher Davis

$1.2M

0.01%

Wally Obermeyer

$679K

0.03%

$354K

0.00%

$331K

0.00%

FPA Queens Road

$270K

0.01%

Who owns LRCX? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '2613 owners · $6.43B

INCREASEDPhilippe Laffont$4.09B

REDUCEDChase Coleman$1.37B

INCREASEDRay Dalio$406.6M

INCREASEDPolen Capital$372.2M

NEWStanley Druckenmiller$18.9M

REDUCEDDan Sundheim (Mine & Arao)$1.9M

NEWLee Ainslie$1.8M

INCREASEDWally Obermeyer$679K

NEWSarah Ketterer$354K

NEWMairs & Power$331K

NEWFPA Queens Road$270K

SOLDDaniel Loeb

Q1 '269 owners · $3.64B

REDUCEDPhilippe Laffont$2.15B

REDUCEDRay Dalio$335.7M

NEWPolen Capital$225.3M

REDUCEDDavid Tepper$81.7M

NEWDaniel Loeb$16.0M

REDUCEDDan Sundheim (Mine & Arao)$1.0M

INCREASEDChristopher Davis$594K

NEWWally Obermeyer$283K

SOLDLee Ainslie

SOLDTriple Frond Partners

Q4 '258 owners · $3.10B

REDUCEDPhilippe Laffont$1.68B

REDUCEDChase Coleman$667.7M

REDUCEDRay Dalio$520.7M

INCREASEDLee Ainslie$108.4M

INCREASEDDavid Tepper$72.8M

REDUCEDTriple Frond Partners$50.6M

INCREASEDDan Sundheim (Mine & Arao)$858K

Q3 '258 owners · $2.61B

INCREASEDPhilippe Laffont$1.33B

INCREASEDRay Dalio$463.8M

REDUCEDTriple Frond Partners$57.3M

REDUCEDDavid Tepper$49.5M

INCREASEDLee Ainslie$2.2M

Q2 '258 owners · $1.81B

REDUCEDPhilippe Laffont$1.02B

INCREASEDChase Coleman$512.0M

REDUCEDRay Dalio$159.5M

REDUCEDDavid Tepper$38.9M

REDUCEDLee Ainslie$1.6M

SOLDDan Sundheim

Q1 '259 owners · $1.23B

INCREASEDPhilippe Laffont$596.8M

INCREASEDChase Coleman$321.7M

REDUCEDRay Dalio$142.5M

INCREASEDTriple Frond Partners$51.4M

INCREASEDLee Ainslie$50.6M

INCREASEDDavid Tepper$36.4M

NEWDan Sundheim$29.3M

🏛️ Congressional Trades

LRCX: Held by 13 superinvestors · 50 congress member trades

SELLDavid J. TaylorR

$1,001 - $15,0002026-06-05

SELLDavid J. TaylorR

$1,001 - $15,0002026-04-27

BUYDavid J. TaylorR

$1,001 - $15,0002026-03-12

SELLDavid J. TaylorR

$1,001 - $15,0002026-02-26

BUYCleo FieldsD

$15,001 - $50,0002026-02-03

SELLDavid J. TaylorR

$1,001 - $15,0002026-01-16

SELLDavid TaylorR

$1,001 - $15,0002026-01-16

SELLDavid J. TaylorR

$15,001 - $50,0002026-01-08

SELLDavid TaylorR

$15,001 - $50,0002026-01-08

SELLJohn BoozmanR

$1,001 - $15,0002026-01-08

BUYMarkwayne MullinR

$50,001 - $100,0002025-12-29

SELLValerie HoyleD

$1,001 - $15,0002025-09-23

SELLDavid J. TaylorR

$1,001 - $15,0002025-09-22

SELLJonathan JacksonD

$1,001 - $15,0002025-09-03

SELLSheldon WhitehouseD

$15,001 - $50,0002025-08-28

BUYJonathan JacksonD

$1,001 - $15,0002025-08-13

BUYJonathan JacksonD

$1,001 - $15,0002025-08-13

BUYByron DonaldsR

$1,001 - $15,0002025-08-07

BUYByron DonaldsR

$1,001 - $15,0002025-08-07

SELLDavid TaylorR

$1,001 - $15,0002025-07-18