LSCC

Lattice Semiconductor Corp

2 super-investor ownerscombined $176Mlargest position 1.0%

1 TRIM

2 super-investors hold LSCC worth a combined $176M. The largest position: Stanley Druckenmiller at 1.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 36 — ranked #186 of 724 scored stocks.

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Why super-investors own LSCC

Interest in LSCC within this cohort is minimal and fading at the margins. Only two managers hold the stock — Stanley Druckenmiller at 1.0% of his portfolio ($30M) and Joel Greenblatt at a negligible 0.1% ($146M in absolute terms but clearly a small-cap-screen-style position). Druckenmiller trimmed in 2026Q1, the sole activity across the cohort this quarter, and no manager added or initiated. The owner count has held at just one to two funds across the past eight quarters, suggesting LSCC never built meaningful traction as a high-conviction idea. With no new entrants and the largest concentrated holder reducing, cohort-level conviction here appears to be gradually receding rather than building.

AI-synthesized from 13F filings. Not investment advice.