← Back to convictions
8 holders
LAM RESEARCH CORP
LRCX · Information Technology
8 whale investors · Q1 2026
Whale investors
Concentrated managers reporting this company in Q1 2026.
- Coatue ManagementPhilippe LaffontEquityQ1 2026$2.15B7.39% portfolio
- Tiger Global ManagementChase ColemanEquityQ1 2026$833.37M3.65% portfolio
- Polen Capital ManagementDavid PolenEquityQ1 2026$225.30M1.56% portfolio
- Whale Rock CapitalAlex SacerdoteEquityQ1 2026$204.66M2.64% portfolio
- Appaloosa LPDavid TepperEquityQ1 2026$81.72M1.38% portfolio
Holdings reflect reported 13F data for Q1 2026 and may be delayed or incomplete.