13F stock ownership research
Who owns LRCX? LAM RESEARCH CORP 13F holders and position changes
This reverse-ownership view starts with LRCX and shows every matching position in SnowballHare's tracked 13F manager universe. It connects holder-level changes with four-quarter history and company research without presenting delayed filings as live ownership.
Deterministic analysis from filing data
How institutions moved in LRCX this quarter
Institutional positioning in LRCX is visible through the named holders. 4 active managers reported $3.1B in aggregate value. Coatue Management is the largest tracked holder. The sample is too small for a broad concentration reading.
LRCX's most visible fund moves were not evenly distributed. Appaloosa Management made the largest measured share-count move at -10.0%. 1 manager initiated positions, led by Third Point. These filings describe quarter-end positions and do not confirm what managers held after the reporting date.
The four-quarter series puts the latest holder count in context. Holder count is above the trailing average of 3.0. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.
Comparable ownership pages show whether LRCX's pattern is unusual. Related ownership pages include AMAT, NOW, WDAY. Return to LRCX stock research for financial statements, earnings, and company risks.
Current 13F snapshot
All institutional holders
Every row below links to the manager's full portfolio page. The table contains 4 current or exited observations for LRCX, ordered by reported market value.
| Holder | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| Coatue Management2026-03-31 | 10,043,505 | $2.15B | 7.39% | +2.4% | Increased |
| Tiger Global Management2026-03-31 | 3,900,439 | $833.37M | 3.65% | 0.0% | Unchanged |
| Appaloosa Management2026-03-31 | 382,500 | $81.72M | 1.38% | -10.0% | Reduced |
| Third Point2026-03-31 | 75,000 | $16.02M | 0.77% | New | New |
Quarter-over-quarter activity
Holder changes
New holders 1
- Third Point$16.02M · New
Increased 1
- Coatue Management$2.15B · +2.4%
Reduced 1
- Appaloosa Management$81.72M · -10.0%
Exited holders 0
- No matching holder in the current tracked quarter.
Manager universe
Holder type breakdown
Holder types are a deterministic classification of SnowballHare's small tracked-manager universe, not an SEC legal category. The breakdown helps distinguish concentrated investment firms from diversified institutions and family-office style portfolios.
Rolling filing history
Last 4 quarters
Quarterly totals aggregate only managers with a tracked filing for the period. A change can reflect buying or selling, stock-price movement, a new manager entering the dataset, or a missing comparable filing.
| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| 2026-03-31 | 4 | $3.08B | 14,401,444 | 1 | 0 |
| 2025-12-31 | 3 | $2.42B | 14,131,004 | 0 | 0 |
| 2025-09-30 | 3 | $2.09B | 15,584,820 | 0 | 0 |
| 2025-06-30 | 3 | $1.57B | 16,167,820 | 0 | 0 |
Information Technology
How LRCX compares
- Holders
- 2
- Value
- $2.36B
- Top 5
- 100.0%
- Holders
- 2
- Value
- $172.96M
- Top 5
- 100.0%
- Holders
- 0
- Value
- $0
- Top 5
- 0.0%
Peer pages are selected from the same sector and similar reported company scale when data is available. Compare holder count and concentration, but remember that the same limited manager universe can have very different relevance for different stocks.
Filing interpretation
Common questions about LRCX institutional ownership
Who is the largest tracked institutional holder of LRCX?
Coatue Management is the largest active holder in the current LRCX sample, reporting $2.1B. The LRCX holder table ranks every matched manager.
Which institution increased its LRCX position the most?
Coatue Management recorded the largest increase or new position by reported value in the current cycle. Its row appears in the LRCX change section.
Which institution reduced or exited LRCX most significantly?
Appaloosa Management recorded the largest reduction or exit by prior reported value. Compare it with the other LRCX holder changes.
Did new holders enter or existing holders exit LRCX?
1 new holder entered the tracked sample. No tracked LRCX holder exited. Named managers are shown in the LRCX activity grid.
How concentrated is tracked ownership in LRCX?
The LRCX sample contains too few active managers for a broad concentration conclusion. The LRCX holder table shows the named positions that are available.
How has tracked ownership in LRCX changed across four quarters?
The latest cycle has 4 active holders versus 3 in the oldest displayed comparison quarter. The LRCX four-quarter series separates holder count, shares, and reported value.
What company evidence should be checked alongside LRCX's 13F changes?
Use the LRCX stock research page to compare institutional moves with revenue, margins, cash flow, insider filings, earnings, and company risks. A delayed ownership filing should not override newer operating evidence.
Primary-source record
Sources and methodology
Source: SEC EDGAR 13F-HR information tables for the managers SnowballHare currently tracks. Rows are aggregated by manager and ticker, then compared with the prior available filing. The dataset is delayed, partial, and historical by design.
Disclaimer: Historical filing data is not investment advice. Check material facts against original SEC records before acting.