7 tracked superinvestors hold LAM RESEARCH CORP (LRCX), worth $6.2B combined, led by Philippe Laffont. Smart money is trimming LRCX as of the latest 13F filings.
Current price
$307.65
+207.8%
1Y
Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS…
Market cap
$321.0B
P/E
48.44
Div yield
0.3%
Revenue YoY
26.0%
Analyst target
$373
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
7
tracked 13F / N-PORT funds
Combined value
$6.2B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
-2
2 buying · 4 selling
Smart money is net reducing LRCX: 4 funds trimmed versus 2 adding. 2 opened a brand-new position.
LAM RESEARCH CORP (LRCX) is a genuine cross-fund conviction name: 4 concentrated Tier-1 superinvestors hold it, alongside 3 other tracked funds, for $6.2B of combined disclosed exposure.
The highest-conviction holder is Philippe Laffont, who has committed 8.4% of their portfolio to it.
This quarter 2 funds opened a brand-new position (Polen Capital, Stanley Druckenmiller), with 0 adding and 4 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 8.4% | $4.1B | |
| Trimmed | 5.7% | $1.4B | |
| Trimmed | 1.7% | $407M | |
| Held | 2.1% | $166M | |
| Trimmed | 0.3% | $120M | |
| New buy | 2.2% | $47M | |
| New buy | 0.4% | $19M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Calls (bullish)
5 insiders filed SEC Form 144 for $58M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Archer Timothy | Officer & Director | 30,000 | $10M | 2026-09-09 |
| Bethany Mayer | Director | 9,557 | $3M | 2026-09-09 |
| Varadarajan Seshasayee | Officer | 59,750 | $17M | 2026-09-02 |
| Harter Ava | Officer | 5,000 | $2M | 2026-08-31 |
| Archer Timothy | Officer & Director | 30,000 | $9M | 2026-08-06 |
| Talwalkar Abhijit Y | Director | 18,282 | $6M | 2026-07-13 |
| Archer Timothy | Officer & Director | 30,000 | $12M | 2026-07-02 |
Which superinvestors own LRCX?
7 tracked funds hold LAM RESEARCH CORP (LRCX), the largest being Philippe Laffont (Coatue Management) at 8.4% of its 13F portfolio. 4 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling LRCX?
In the most recent 13F quarter, 2 tracked funds added or opened LRCX and 4 trimmed it, including 2 brand-new positions.
How much LRCX do tracked funds hold?
Combined disclosed long exposure to LRCX across tracked superinvestors is $6.2B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.