LRCX
Lam Research Corp
9 of the 83 super-investors we track hold LRCX, worth a combined $2.55B per their latest 13F filings. The largest position: Chase Coleman at 5.7% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 27 of 100 (how strongly the cohort backs it) — ranked #474 of 742 stocks. Conviction rising: 3 more super-investors hold it than in 2026Q1.
Why super-investors own LRCX
LRCX is held by 9 super-investors in our cohort, with a combined position value of $2.5B. The highest-conviction owner is Chase Coleman at 5.7% of their portfolio. Cohort ownership has grown from 6 to 9 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q4 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 5.7% | 7q | $1.37B | 3,163,495 |
| 2 | Joel Greenblatt | 0.4% | 7q | $616M | 1,420,975 |
| 3 | Polen Capital Management | 3.2% | 2q | $372M | 859,036 |
| 4 | David Tepper | 2.2% | 7q | $166M | 382,500 |
| 5 | Stanley Druckenmiller | 0.4% | — 1q | $19M | 43,600 |
| 6 | Lee Ainslie | <0.1% | 6q | $2M | 4,083 |
| 7 | Christopher Davis | <0.1% | 7q | $1M | 2,780 |
| 8 | Sarah Ketterer | <0.1% | — 1q | $354K | 816 |
| 9 | Mairs & Power Funds | <0.1% | — 1q | $331K | 765 |
- 1Chase Colemanport5.7%val$1.37B3,163,495 sh·7q held
- 2Joel Greenblattport0.4%val$616M1,420,975 sh·7q held
- 3Polen Capital Managementport3.2%val$372M859,036 sh·2q held
- 4David Tepperport2.2%val$166M382,500 sh·7q held
- 5Stanley Druckenmillerport0.4%val$19M43,600 sh·—1q held
- 6Lee Ainslieport<0.1%val$2M4,083 sh·6q held
- 7Christopher Davisport<0.1%val$1M2,780 sh·7q held
- 8Sarah Kettererport<0.1%val$354K816 sh·—1q held
- 9Mairs & Power Fundsport<0.1%val$331K765 sh·—1q held
Owners of LRCX also hold
Congress is trading LRCX
Congress tracker →- David J. Taylorsold$1,001 - $15,000 · 2026-06-05
- David J. Taylorsold$1,001 - $15,000 · 2026-04-27
- David J. Taylorbought$1,001 - $15,000 · 2026-03-12
- David J. Taylorsold$1,001 - $15,000 · 2026-02-26
- Cleo Fieldsbought$15,001 - $50,000 · 2026-02-03
- David J. Taylorsold$1,001 - $15,000 · 2026-01-16
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | EXIT | 0.8% | -100% | $0 | Aug 14, 2026 |
| Stanley Druckenmiller | NEW | 0.4% | +100% | $19M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 512807306. Not investment advice.