LRCX in the 13F filings
Lam Research Corp · CUSIP 512807306
New listing in Q3 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 14 Nov 2024
- Managers listing it
- 2
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 0 listed it in both
- Shares listed
- 764,814
- combined, among listed positions
- Reported value
- $624m
- combined, at the quarter end
Among the 94 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +764,814.
Managers listing LRCX in Q3 2024
2 of 2 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Associates Inc | 709,140 | $579m | 0.07% | New | new | 14 Nov 2024 (the filing on sec.gov) |
| Tudor Investment Corp | 55,674 | $45m | 0.17% | New | new | 14 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incnew position · 709,140 shares now+709,140
- Tudor Investment Corpnew position · 55,674 shares now+55,674
Reductions
No reduction among listed positions.
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2024 | 2 | $624m | 2 | 0 |
| Q4 2024 | 41 | $9.6bn | 40 | 0 |
| Q1 2025 | 40 | $9.3bn | 22 | 18 |
| Q2 2025 | 35 | $11.4bn | 19 | 18 |
| Q3 2025 | 40 | $17.6bn | 24 | 16 |
| Q4 2025 | 37 | $29.2bn | 23 | 26 |
| Q1 2026 | 43 | $36.2bn | 26 | 26 |
| Q2 2026 | 45 | $73.9bn | 24 | 30 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LRCX and NVDA →LRCX and AVGO →LRCX and MU →Choose a stock to compare with LRCX →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LRCX, latest filings →Back to the 13F Explorer →