LRCX in the 13F filings
Lam Research Corp · CUSIP 512807306
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 40
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 37 listed it in both
- Shares listed
- 127,976,703
- combined, among listed positions
- Reported value
- $9.3bn
- combined, at the quarter end
Among the 95 comparable managers: 22 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing LRCX in Q1 2025
40 of 40 holders
Largest increases and reductions, by shares
Increases
- Coatue Management LLCexisting position · 8,209,569 shares now+4,163,199
- Citadel Advisors LLCexisting position · 6,653,028 shares now+3,533,268
- T. Rowe Price Associates Incexisting position · 5,739,221 shares now+2,864,863
- Artisan Partners LPexisting position · 7,274,412 shares now+2,082,759
- Freestone Grove Partners LPexisting position · 1,599,730 shares now+1,240,965
Reductions
- Fidelity (FMR LLC)existing position · 33,591,227 shares now-6,439,967
- Two Sigma Advisers LPexisting position · 154,200 shares now-3,731,100
- Janus Henderson Group Ltdexisting position · 7,391,296 shares now-3,576,679
- MFS Investment Managementexisting position · 4,738,438 shares now-1,349,647
- Man Group PLCexisting position · 610,996 shares now-1,045,858
New positions and exits
New (3)
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 →