LRCX in the 13F filings
Lam Research Corp · CUSIP 512807306
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 7 Aug 2025
- Managers listing it
- 35
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 31 listed it in both
- Shares listed
- 117,284,320
- combined, among listed positions
- Reported value
- $11.4bn
- combined, at the quarter end
Among the 95 comparable managers: 19 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 Q2 2025
35 of 35 holders
Largest increases and reductions, by shares
Increases
- Artisan Partners LPexisting position · 9,849,868 shares now+2,575,456
- Coatue Management LLCexisting position · 10,507,492 shares now+2,297,923
- Acadian Asset Management LLCexisting position · 1,592,753 shares now+1,385,667
- Arrowstreet Capital LPnew position · 1,286,887 shares now+1,286,887
- T. Rowe Price Associates Incexisting position · 6,879,899 shares now+1,140,678
Reductions
- Fidelity (FMR LLC)existing position · 25,651,454 shares now-7,939,773
- Capital Research Global Investorsexisting position · 2,620,657 shares now-1,426,845
- Freestone Grove Partners LPexisting position · 728,322 shares now-871,408
- Schonfeld Strategic Advisors LLCexisting position · 180,407 shares now-690,968
- Maverick Capital Ltdexisting position · 16,438 shares now-679,011
New positions and exits
New (2)
Exited (2)
- Woodline Partners LPwas $144m
- D1 Capital Partners LPwas $29m
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 →