Which hedge funds own LRCX? LAM RESEARCH CORP, Q2 2026 13F holders

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164 tracked hedge funds disclosed a position in LRCX (LAM RESEARCH CORP) in their Q2 2026 13F filings, worth $24.0bn in total. The largest holder by portfolio weight is Oaktop Capital Management II, L.P. at 38.0% of its book. 49 opened a new position this quarter: Monolith Management Ltd, CloudAlpha Capital Management Limited/Hong Kong, 11 Capital Partners LP, Think Investments LP. 27 exited: Maplelane Capital, LLC, Riposte Capital LLC, Pinnbrook Capital Management LP.

164
Holders: 49
New this quarter: 27
Exited this quarter: $1.2bn
Inflow, new holders: $460m
Outflow, exits: $24.0bn
Combined value: 13.2%
Share of managers holding

Holders, Q2 2026

164 rows


Oaktop Capital Management II, L.P. Hedge fund	38.0%	$893m	2.06m	−8.4%	reduced
Monolith Management Ltd Hedge fund	14.9%	$24.7m	57,100	–	new
Heard Capital LLC Hedge fund	14.1%	$328m	757,760	−29%	reduced
Crosslink Capital Inc Hedge fund	13.8%	$187m	431,266	−12%	reduced
Trivest Advisors Ltd Hedge fund	11.7%	$373m	860,000	+5.4%	added
CloudAlpha Capital Management Limited/Hong Kong Hedge fund	11.6%	$117m	271,100	–	new
Totem Point Management, LLC Hedge fund	9.0%	$14.7m	33,914	+81%	added
Coatue Management LLC Hedge fund	8.4%	$4.1bn	9.44m	−6.0%	reduced
Crown Advisors Management, Inc. Hedge fund	8.3%	$15.2m	35,000	−30%	reduced
11 Capital Partners LP Hedge fund	8.3%	$28.3m	65,290	–	new
Think Investments LP Hedge fund	7.6%	$61.9m	142,800	–	new
Emmett Investment Management, LP Hedge fund	7.1%	$10.2m	26,050	+6.5%	added
Birchview Capital, LP Hedge fund	7.1%	$15.2m	35,000	−2.8%	reduced
Dorsal Capital Management, LP Hedge fund	6.2%	$173m	400,000	–	new
NZS Capital, LLC Hedge fund	6.0%	$232m	535,030	−6.8%	reduced
Proem Advisors LLC Hedge fund	5.8%	$28.2m	65,000	–	new
Tiger Global Management LLC Hedge fund	5.7%	$1.4bn	3.16m	−19%	reduced
Palestra Capital Management LLC Hedge fund	5.7%	$169m	388,886	–	new
Manchester Global Management (UK) Ltd Hedge fund	5.5%	$50.1m	115,720	0.0%	held
Cartenna Capital, LP Hedge fund	5.5%	$149m	345,000	−5.5%	reduced
Alkeon Capital Management LLC Hedge fund	5.1%	$1.3bn	3.05m	−22%	reduced
Science & Technology Partners, L.P. Hedge fund	4.7%	$28.1m	64,913	−40%	reduced
WT Asset Management Ltd Hedge fund	4.2%	$214m	493,233	–	new
Avanda Investment Management Pte. Ltd. Hedge fund	4.1%	$3.1m	7,100	0.0%	held
Deepwater Asset Management, LLC Hedge fund	4.1%	$9.1m	20,915	−13%	reduced
Grand Alliance Asset Management Ltd Hedge fund	3.9%	$6.5m	15,000	−67%	reduced
Zweig-DiMenna Associates LLC Hedge fund	3.5%	$38.6m	88,966	−7.8%	reduced
Maytus Capital Management, LLC Hedge fund	3.4%	$21.7m	50,000	–	new
Polen Capital Long-only investor	3.2%	$372m	859,036	−19%	reduced
Summit Street Capital Management, LLC Hedge fund	3.1%	$21.9m	50,428	−50%	reduced
Polar Capital Holdings Plc Hedge fund	2.9%	$1.0bn	2.36m	+23%	added
Nishkama Capital, LLC Hedge fund	2.6%	$23.0m	52,980	–	new
Whale Rock Capital Management LLC Hedge fund	2.6%	$322m	742,638	−22%	reduced
Kultura Capital Management LP Hedge fund	2.6%	$5.6m	12,880	–	new
Ardmore Road Asset Management LP Hedge fund	2.5%	$42.0m	97,000	−45%	reduced
Arrowstreet Capital, Limited Partnership Hedge fund	2.4%	$5.3bn	12.27m	−6.9%	reduced
Appaloosa Family office	2.2%	$166m	382,500	0.0%	held
Alight Capital Management LP Hedge fund	2.1%	$13.0m	30,000	0.0%	held
Caxton Associates LLP Hedge fund	1.9%	$102m	236,500	+2432%	added
Sands Capital Long-only investor	1.8%	$491m	1.13m	+50%	added
Altimeter Capital Management, LP Hedge fund	1.7%	$171m	394,080	–	new
Bridgewater Associates, LP Hedge fund	1.7%	$407m	938,224	−40%	reduced
Hel Ved Capital Management Ltd Hedge fund	1.5%	$11.0m	25,324	+1.9%	added
Moore Capital Management, LP Hedge fund	1.5%	$67.4m	155,520	+404%	added
Kintegral Advisory, LLC Hedge fund	1.5%	$18.6m	42,834	0.0%	held
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund	1.4%	$8.7m	20,000	–	new
Candriam S.C.A. Hedge fund	1.4%	$309m	713,392	−18%	reduced
Lotus Technology Management, LP Hedge fund	1.4%	$1.1m	2,264	–	new
West Tower Group, LLC Hedge fund	1.3%	$477k	1,100	–	new
Polymer Capital Management (HK) LTD Hedge fund	1.3%	$12.9m	29,776	–	new
Rokos Capital Management LLP Hedge fund	1.3%	$103m	237,269	−8.7%	reduced
Summit Partners Public Asset Management, LLC Hedge fund	1.3%	$49.4m	114,000	+3.6%	added
Melqart Asset Management (UK) Ltd Hedge fund	1.3%	$13.4m	30,961	–	new
Telemark Asset Management, LLC Hedge fund	1.3%	$17.3m	40,000	−20%	reduced
Teza Capital Management LLC Hedge fund	1.2%	$633k	1,460	–	new
Persistent Asset Partners Ltd Hedge fund	1.2%	$3.8m	8,824	–	new
Patton Fund Management, Inc. Hedge fund	1.2%	$5.4m	12,439	−32%	reduced
Sphera Funds Management Ltd. Hedge fund	1.1%	$8.0m	18,470	–	new
Parallax Volatility Advisers, L.P. Hedge fund	1.1%	$30.4m	70,231	+815%	added
111 Capital Hedge fund	1.1%	$6.5m	15,004	+24%	added
ClearAlpha Technologies LP Hedge fund	1.1%	$637k	1,469	–	new
Central Asset Investments & Management Holdings (HK) Ltd Hedge fund	1.0%	$2.2m	5,136	+170%	added
Scientech Research LLC Hedge fund	0.9%	$1.1m	2,563	–	new
Arini Capital Management Ltd Hedge fund	0.9%	$8.7m	20,000	–	new
Cercano Management LLC Hedge fund	0.9%	$6.5m	15,110	−79%	reduced
IFM Investors Pty Ltd Hedge fund	0.8%	$124m	287,229	+9.3%	added
Corient IA LP Hedge fund	0.8%	$867k	2,000	−27%	reduced
Thames Capital Management LLC Hedge fund	0.8%	$9.7m	22,365	–	new
ABS Investment Management LLC Hedge fund	0.8%	$1.3m	867	–
Entropy Technologies, LP Hedge fund	0.7%	$18.1m	41,853	–	new
Adage Capital Partners GP, L.L.C. Hedge fund	0.7%	$514m	1.19m	+2.4%	added
Alpine Woods Capital Investors, LLC Hedge fund	0.7%	$3.1m	7,082	−34%	reduced
FNY Investment Advisers, LLC Hedge fund	0.6%	$1.7m	4,000	–	new
Oak Thistle LLC Hedge fund	0.6%	$6.4m	14,782	−52%	reduced
Ground Swell Capital, LLC Hedge fund	0.6%	$569k	1,312	–	new
Sandler Capital Management Hedge fund	0.6%	$1.0m	2,349	–	new
Night Squared LP Hedge fund	0.6%	$5.2m	11,970	−53%	reduced
Alpha Wealth Funds, LLC Hedge fund	0.5%	$872k	2,010	–	new
Anson Funds Management LP Hedge fund	0.5%	$5.8m	13,500	−32%	reduced
AQR Capital Management LLC Hedge fund	0.5%	$1.5bn	3.49m	+1.0%	added
Concentric Capital Strategies, LP Hedge fund	0.5%	$8.5m	19,506	+1171%	added
Woodline Partners LP Hedge fund	0.5%	$168m	386,934	+155%	added
Stevens Capital Management LP Hedge fund	0.5%	$2.1m	4,883	+17%	added
Boothbay Fund Management, LLC Hedge fund	0.5%	$25.6m	58,986	+20%	added
West Family Investments, Inc. Family office	0.5%	$1.6m	3,787	+21%	added
Ardsley Advisory Partners LP Hedge fund	0.5%	$4.3m	10,000	–	new
Squarepoint Ops LLC Hedge fund	0.5%	$232m	536,187	−37%	reduced
Twin Tree Management, LP Hedge fund	0.5%	$2.9m	6,671	–	new
Catalyst Funds Management Pty Ltd Hedge fund	0.4%	$7.9m	18,202	–	new
Duquesne Family Office LLC Family office	0.4%	$18.9m	43,600	–	new
Arrowpoint Investment Partners (Singapore) Pte. Ltd. Hedge fund	0.4%	$1.4m	3,230	–	new
Voleon Capital Management LP Hedge fund	0.4%	$21.5m	49,552	−29%	reduced
Connective Capital Management, LLC Hedge fund	0.4%	$544k	1,256	0.0%	held
Trust Asset Management LLC Hedge fund	0.4%	$6.1m	14,019	−2.2%	reduced
Capital Fund Management S.A. Hedge fund	0.4%	$52.6m	121,371	−71%	reduced
Verdad Advisers, LP Hedge fund	0.4%	$387k	893	−83%	reduced
Atom Investors LP Hedge fund	0.4%	$4.1m	9,535	–	new
Citadel Advisors LLC Hedge fund	0.4%	$616m	1.42m	+27%	added
Fulcrum Asset Management LLP Hedge fund	0.3%	$3.5m	8,534	−43%	reduced
Landscape Capital Management, L.L.C. Hedge fund	0.3%	$5.3m	12,271	−65%	reduced
Qube Research & Technologies Ltd Hedge fund	0.3%	$310m	715,234	−21%	reduced
Jupiter Asset Management Ltd Hedge fund	0.3%	$68.6m	158,299	−30%	reduced
Holocene Advisors, LP Hedge fund	0.3%	$138m	317,652	+250%	added
Value Aligned Research Advisors, LLC Hedge fund	0.3%	$52.7m	121,597	−89%	reduced
Symmetry Investments LP Hedge fund	0.3%	$2.8m	6,444	–	new
Lighthouse Investment Partners, LLC Hedge fund	0.3%	$9.8m	22,698	–	new
Verition Fund Management LLC Hedge fund	0.3%	$40.9m	94,444	+11%	added
Walleye Capital LLC Hedge fund	0.3%	$60.5m	139,713	+6735%	added
Y-Intercept (Hong Kong) Ltd Hedge fund	0.3%	$13.6m	31,377	−75%	reduced
CVA Family Office, LLC Family office	0.3%	$2.8m	6,496	0.0%	held
Sculptor Capital LP Hedge fund	0.2%	$22.2m	51,200	−89%	reduced
Old West Investment Management, LLC Hedge fund	0.2%	$2.2m	5,000	–	new
J. Goldman & Co LP Hedge fund	0.2%	$6.1m	13,975	–	new
Seldon Capital LP Hedge fund	0.2%	$667k	1,540	0.0%	held
Millennium Management LLC Hedge fund	0.2%	$302m	696,499	−56%	reduced
Cohen Klingenstein LLC Hedge fund	0.2%	$6.5m	15,000	0.0%	held
Lecap Asset Management Ltd Hedge fund	0.2%	$426k	984	–	new
Freestone Grove Partners LP Hedge fund	0.2%	$27.2m	62,801	−26%	reduced
Hillsdale Investment Management Inc. Hedge fund	0.2%	$7.2m	16,530	−44%	reduced
Prelude Capital Management, LLC Hedge fund	0.2%	$2.1m	4,772	−54%	reduced
Dark Forest Capital Management LP Hedge fund	0.1%	$2.3m	5,360	−17%	reduced
Oxford Asset Management LLP Hedge fund	0.1%	$275k	634	−57%	reduced
Greenland Capital Management LP Hedge fund	0.1%	$653k	1,508	−79%	reduced
Trexquant Investment LP Hedge fund	0.1%	$19.5m	44,948	–	new
Engineers Gate Manager LP Hedge fund	0.1%	$9.0m	20,668	−82%	reduced
Campbell & CO Investment Adviser LLC Hedge fund	0.1%	$2.1m	4,936	−23%	reduced
Fox Run Management, L.L.C. Hedge fund	0.1%	$671k	1,549	−76%	reduced
Quarry LP Hedge fund	0.1%	$699k	1,613	+32%	added
Armistice Capital, LLC Hedge fund	0.10%	$3.6m	8,283	−65%	reduced
Brevan Howard Capital Management LP Hedge fund	0.10%	$6.9m	16,077	−73%	reduced
Quantbot Technologies LP Hedge fund	0.10%	$2.4m	5,562	−81%	reduced
Graham Capital Management, L.P. Hedge fund	0.09%	$3.5m	8,037	−46%	reduced
Diametric Capital, LP Hedge fund	0.09%	$861k	1,987	–	new
Discovery Capital Management, LLC Hedge fund	0.08%	$2.0m	4,568	−98%	reduced
Tudor Investment Corp ET AL Hedge fund	0.08%	$19.2m	44,412	−76%	reduced
Prescott Group Capital Management, L.L.C. Hedge fund	0.08%	$892k	2,058	−63%	reduced
CenterBook Partners LP Hedge fund	0.07%	$1.5m	3,518	−94%	reduced
ExodusPoint Capital Management, LP Hedge fund	0.07%	$7.9m	18,328	−65%	reduced
Two Sigma Investments, LP Hedge fund	0.07%	$97.6m	225,152	−85%	reduced
First Manhattan Long-only investor	0.06%	$22.6m	52,227	−16%	reduced
Pin Oak Investment Advisors Inc Hedge fund	0.06%	$79.0k	182	+12%	added
D. E. Shaw & Co., Inc. Hedge fund	0.06%	$89.4m	206,424	−78%	reduced
Centiva Capital, LP Hedge fund	0.05%	$1.5m	3,440	–	new
Marshall Wace, LLP Hedge fund	0.05%	$58.3m	134,545	+13%	added
Jain Global LLC Hedge fund	0.04%	$3.7m	8,562	−94%	reduced
Montanova Capital, LLC Hedge fund	0.04%	$1.9m	4,302	–	new
Gsa Capital Partners LLP Hedge fund	0.04%	$603k	1,391	−71%	reduced
Mirabella Financial Services LLP Hedge fund	0.03%	$335k	774	–	new
Aquatic Capital Management LLC Hedge fund	0.03%	$836k	1,929	−72%	reduced
Hudson Bay Capital Management LP Hedge fund	0.03%	$6.0m	13,812	–	new
Balyasny Asset Management L.P. Hedge fund	0.03%	$15.0m	34,501	−94%	reduced
Tairen Capital Ltd Hedge fund	0.02%	$260k	600	−100%	reduced
Bayforest Capital Ltd Hedge fund	0.02%	$21.2k	49	−80%	reduced
Renaissance Technologies LLC Hedge fund	0.02%	$13.7m	31,600	+828%	added
Schonfeld Strategic Advisors LLC Hedge fund	0.02%	$3.6m	8,223	−95%	reduced
BTG Pactual Asset Management US LLC Hedge fund	0.02%	$245k	565	–	new
Maverick Capital Ltd Hedge fund	0.02%	$1.8m	4,083	–	new
Glynn Capital Management LLC Hedge fund	0.01%	$33.4k	77	+22%	added
Magnetar Financial LLC Hedge fund	0.01%	$994k	2,293	−39%	reduced
Elequin Capital, LP Hedge fund	0.01%	$250k	576	+124%	added
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd Hedge fund	0.01%	$4.3k	10	0.0%	held
Polar Asset Management Partners Inc. Hedge fund	0.0%	$262k	604	−98%	reduced
Capstone Investment Advisors, LLC Hedge fund	0.0%	$478k	1,103	−88%	reduced
Baillie Gifford Long-only investor	0.0%	$25.1k	58	–	new

Exited since the previous filing

27 rows


Maplelane Capital, LLC	11.1%	$133m
Riposte Capital LLC	5.4%	$11.8m
Pinnbrook Capital Management LP	4.9%	$6.0m
Seven Grand Managers, LLC	3.8%	$56.4m
Tyro Capital Management LLC	2.0%	$8.1m
CenterStar Asset Management, LLC	1.6%	$1.6m
Paloma Partners Management Co	1.3%	$2.4m
FORA Capital, LLC	1.0%	$13.3m
Third Point LLC	0.8%	$16.0m
Junto Capital Management LP	0.8%	$35.5m
Laurion Capital Management LP	0.6%	$6.9m
Qsemble Capital Management, LP	0.6%	$7.7m
Voloridge Investment Management, LLC	0.5%	$130m
Credit Capital Investments LLC	0.4%	$470k
Quantitative Investment Management, LLC	0.3%	$2.8m
Occudo Quantitative Strategies LP	0.3%	$5.3m
EntryPoint Capital, LLC	0.2%	$651k
Weiss Asset Management LP	0.2%	$8.9m
PDT Partners, LLC	0.2%	$2.6m
MQS Management LLC	0.1%	$221k
Alphadyne Asset Management LP	0.1%	$1.1m
AlphaGrep UK Ltd	0.1%	$363k
Twinbeech Capital LP	0.09%	$881k
SummitTX Capital, L.P.	0.07%	$2.1m
Militia Capital Management LLC	0.05%	$218k
Point72 Asset Management, L.P.	0.01%	$6.4m
Wolverine Asset Management LLC	0.0%	$12.0k

Who discovered LRCX first? Beta

The run: Q2 2025 → Q2 2026, +345%

Weight in book of

21 rows


Coatue Management LLC high conviction	Bought before the run	Q1 2025	2.6%	2.8%	8.4%	+194%	+496%	+15.0 pts	Held at last filing, Q2 2026
Science & Technology Partners, L.P. high conviction	Bought before the run	Q1 2025	2.8%	4.1%	6.1%	+194%	+496%	+11.0 pts	Held at last filing, Q2 2026
Value Aligned Research Advisors, LLC high conviction	Bought before the run	Q2 2025	2.1%	2.1%	13.1%	+345%	+345%	+9.7 pts	Held at last filing, Q2 2026
Aspex Management (HK) Ltd high conviction	Bought before the run	Q3 2025	1.1%	–	13.2%	+145%	–	+8.6 pts	Exited by Q4 2025
Manchester Global Management (UK) Ltd high conviction	Bought before the run	Q2 2025	3.1%	3.1%	5.8%	+345%	+345%	+7.2 pts	Held at last filing, Q2 2026
Maytus Capital Management, LLC high conviction	Bought before the run	Q4 2024	5.0%	2.3%	5.4%	+137%	+500%	+4.5 pts	Held at last filing, Q2 2026
Polar Capital Holdings Plc	Bought before the run	Q3 2025	1.8%	0.7%	2.9%	+145%	+224%	+3.2 pts	Held at last filing, Q2 2026
Bridgewater Associates, LP	Bought before the run	Q3 2024	1.3%	0.6%	1.9%	+64%	+431%	+3.0 pts	Held at last filing, Q2 2026
Talos Eurisko Asset Management LP high conviction	Bought before the run	Q1 2025	6.5%	6.5%	6.5%	+194%	+34%	+2.2 pts	Exited by Q3 2025
Night Squared LP	Bought before the run	Q3 2025	1.2%	–	1.2%	+145%	+224%	+1.3 pts	Held at last filing, Q2 2026
Skye Global Management LP	Bought before the run	Q1 2025	1.9%	1.5%	1.9%	+194%	+84%	+1.2 pts	Exited by Q4 2025
Freestone Grove Partners LP	Bought before the run	Q1 2025	1.2%	0.5%	1.2%	+194%	+496%	+0.8 pts	Held at last filing, Q2 2026
Twin Tree Management, LP	Bought before the run	Q3 2024	1.2%	0.3%	1.3%	+64%	+431%	+0.8 pts	Held at last filing, Q2 2026
Teza Capital Management LLC	Bought before the run	Q3 2025	2.4%	0.2%	2.4%	+145%	+224%	+0.7 pts	Held at last filing, Q2 2026
CloudAlpha Capital Management Limited/Hong Kong high conviction	Bought before the run	Q3 2025	2.5%	–	11.6%	+145%	+224%	+0.7 pts	Held at last filing, Q2 2026
Occudo Quantitative Strategies LP	Bought before the run	Q3 2024	1.0%	1.0%	1.2%	+64%	+162%	+0.4 pts	Exited by Q2 2026
Meridiem Capital Partners LP	Bought before the run	Q2 2025	2.1%	2.1%	2.1%	+345%	–	+0.2 pts	Exited by Q3 2025
Roberts Capital Advisors, LLC	Bought before the run	Q2 2025	1.0%	1.0%	1.3%	+345%	+38%	−0.2 pts	Held at last filing, Q3 2025
Octahedron Capital Management L.P.	Bought before the run	Q3 2024	2.8%	0.6%	2.8%	+64%	+19%	−0.3 pts	Exited by Q3 2025
Hel Ved Capital Management Ltd high conviction	Bought before the run	Q1 2025	4.9%	1.2%	24.3%	+194%	+496%	−0.4 pts	Held at last filing, Q2 2026
Junto Capital Management LP	Bought before the run	Q2 2025	1.0%	1.0%	1.0%	+345%	+119%	–	Exited by Q2 2026

Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.

Which hedge funds own LRCX? LAM RESEARCH CORP, Q2 2026 13F holders

Holders, Q2 2026

Exited since the previous filing

Ownership over time

Who discovered LRCX first? Beta