7 tracked superinvestors hold LAM RESEARCH CORP (LRCX), worth $3.5B combined, led by Philippe Laffont. Smart money is trimming LRCX as of the latest 13F filings.
Current price
$353.17
+248.3%
1Y
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA…
Market cap
$321.0B
P/E
48.44
Div yield
0.3%
Revenue YoY
23.7%
Analyst target
$361
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
$3.5B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
-1
2 buying · 3 selling
Smart money is net reducing LRCX: 3 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 $3.5B of combined disclosed exposure.
The highest-conviction holder is Philippe Laffont, who has committed 7.4% of their portfolio to it.
This quarter 2 funds opened a brand-new position (Polen Capital, Daniel Loeb), with 0 adding and 3 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 7.4% | $2.1B | |
| Held | 3.6% | $833M | |
| Trimmed | 1.5% | $336M | |
| Trimmed | 1.4% | $82M | |
| Held | 0.2% | $64M | |
| New buy | 2.2% | $47M | |
| New buy | 0.8% | $16M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own LRCX?
7 tracked funds hold LAM RESEARCH CORP (LRCX), the largest being Philippe Laffont (Coatue Management) at 7.4% 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 3 trimmed it, including 2 brand-new positions.
How much LRCX do tracked funds hold?
Combined disclosed long exposure to LRCX across tracked superinvestors is $3.5B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.