Which hedge funds own LRCX? LAM RESEARCH CORP, Q2 2026 13F holders
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27 of the hedge funds tracked by WhaleCreep disclosed a position in LRCX (LAM RESEARCH CORP) in their Q2 2026 13F filings, worth $15.5bn in total. The largest holder by portfolio weight is Coatue Management at 16.4% of its book. 6 managers opened a new position this quarter: Altimeter Capital Management, Melqart, Duquesne Family Office LLC, Suvretta Capital Management. 2 exited: Junto Capital Management, Third Point.
27tracked managers holding
6opened this quarter
2exited this quarter
Which hedge funds hold LRCX? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Coatue Management | Q2 2026 | 16.4% | $10.4bn | 9,441,603 | -6% | reduced |
| Tiger Global Management | Q2 2026 | 5.7% | $1.4bn | 3,163,495 | -19% | reduced |
| Polen Capital Management | Q2 2026 | 3.2% | $372.2m | 859,036 | -19% | reduced |
| Whale Rock Capital Management | Q2 2026 | 2.6% | $321.8m | 742,638 | -22% | reduced |
| Alkeon Capital Management | Q2 2026 | 2.0% | $398.9m | 3,050,456 | -22% | reduced |
| Sands Capital Management | Q2 2026 | 1.8% | $491.4m | 1,133,965 | 50% | added |
| Altimeter Capital Management | Q2 2026 | 1.7% | $170.8m | 394,080 | – | new |
| Bridgewater Associates | Q2 2026 | 1.7% | $406.6m | 938,224 | -40% | reduced |
| Moore Capital Management | Q2 2026 | 1.5% | $67.4m | 155,520 | 404% | added |
| Melqart | Q2 2026 | 1.3% | $13.4m | 30,961 | – | new |
| Woodline Partners | Q2 2026 | 0.5% | $167.7m | 386,934 | 155% | added |
| Duquesne Family Office LLC | Q2 2026 | 0.4% | $18.9m | 43,600 | – | new |
| Citadel Advisors | Q2 2026 | 0.4% | $615.8m | 1,420,975 | 27% | added |
| Holocene Advisors | Q2 2026 | 0.3% | $137.6m | 317,652 | 250% | added |
| Sculptor Capital Management | Q2 2026 | 0.2% | $22.2m | 51,200 | -89% | reduced |
| Millennium Management | Q2 2026 | 0.2% | $301.8m | 696,499 | -56% | reduced |
| Brevan Howard Capital Management | Q2 2026 | 0.1% | $6.9m | 16,077 | -73% | reduced |
| Discovery Capital Management | Q2 2026 | 0.1% | $2.0m | 4,568 | -98% | reduced |
| Tudor Investment | Q2 2026 | 0.1% | $19.2m | 44,412 | -76% | reduced |
| First Manhattan | Q2 2026 | 0.1% | $22.6m | 52,227 | -16% | reduced |
| Ancora Advisors | Q2 2026 | 0.1% | $2.9m | 3,878 | -11% | reduced |
| D. E. Shaw & Co | Q2 2026 | 0.1% | $89.4m | 206,424 | -78% | reduced |
| Marshall Wace | Q2 2026 | 0.0% | $58.3m | 134,545 | 13% | added |
| Suvretta Capital Management | Q2 2026 | 0.0% | $1.9m | 4,302 | – | new |
| Renaissance Technologies LLC | Q2 2026 | 0.0% | $13.7m | 31,600 | 828% | added |
| Maverick Capital | Q2 2026 | 0.0% | $1.8m | 4,083 | – | new |
| Baillie Gifford | Q2 2026 | 0.0% | $25.1k | 58 | – | new |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Junto Capital Management | 1.6% | $35.5m |
| Third Point | 7.9% | $16.0m |
How has hedge fund ownership of LRCX changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 27 | $15.5bn |
| Q1 2026 | 24 | $8.8bn |
| Q4 2025 | 13 | $3.7bn |
| Q3 2025 | 11 | $6.1bn |
| Q2 2025 | 11 | $1.5bn |
| Q1 2025 | 12 | $2.1bn |
| Q4 2024 | 14 | $1.9bn |
| Q3 2024 | 13 | $2.3bn |
| Q2 2024 | 12 | $2.5bn |
| Q1 2024 | 12 | $2.5bn |
| Q4 2023 | 13 | $3.3bn |
| Q3 2023 | 16 | $2.8bn |
| Q2 2023 | 16 | $2.9bn |
| Q1 2023 | 16 | $2.5bn |
| Q4 2022 | 16 | $2.2bn |
| Q3 2022 | 15 | $2.0bn |
Counts every tracked manager that disclosed LRCX in that quarter's filing, including managers that have since stopped filing.