Industrials · owned by 3 fund managers
Who owns Lam Research (LRCX)?
3 of the 22 fund managers we track hold Lam Research, worth $1.6B combined as of Q2 2026. Chase Coleman has the biggest bet at 5.7% of the portfolio.
Ownership summary
Fund manager owners
3 / 22
1 opened new positions
Combined value
$1.6B
At quarter-end prices
Biggest weight
5.7%
Chase Coleman
Buyers / sellers
1 / 2
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Lam Research appears in 3 of our 22 portfolios.
- Largest holder: Chase Coleman (5.7% of portfolio)
- 1 manager bought or added this quarter
- 2 managers trimmed or sold out
- 5 congressional trades disclosed recently (1 buys, 4 sells)
- Company insiders in Q3 2026: no open-market buys, sold $58M
This is not a recommendation. Do your own research.
Fund managers who own LRCX
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Chase Coleman Tiger Global Management | 5.72% | Trimmed | 3,163,495 | $1.4B |
| David Tepper Appaloosa Management | 2.15% | Hold | 382,500 | $166M |
| Stanley Druckenmiller Duquesne Family Office | 0.36% | New | 43,600 | $19M |
| Daniel Loeb Third Point | 0% | Sold out | 75,000 | $16M prior qtr |
Congressional trades in LRCXAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Sheldon Whitehouse Senate · RI | Sell | $1,001 – $15,000 | 13 Aug 2026 | 2 Sep 2026 |
| R Alan Armstrong Senate · OK | Buy | $1,001 – $15,000 | 27 Mar 2026 | 21 Jul 2026 |
| R David J. Taylor House · OH | Sell | $1,001 – $15,000 | 5 Jun 2026 | 12 Jun 2026 |
| R David J. Taylor House · OH | Sell | $1,001 – $15,000 | 27 Apr 2026 | 7 May 2026 |
| R David J. Taylor House · OH | Sell | $1,001 – $15,000 | 27 Apr 2026 | 7 May 2026 |
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