LRCX · CUSIP 512807306
LAM RESEARCH CORP
Reported by 7 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.
- Managers holding
- 7
- Average portfolio weight
- 1.6%
- Combined reported value
- $1.9B
- Research group
- 79
7 of the 79 superinvestors Shameless Cloning tracks reported LAM RESEARCH CORP (LRCX) in their Q2 2026 13F filings, worth $1.9B combined, at an average 1.6% of their portfolios. The largest positions by portfolio weight belong to Chase Coleman (5.7%), Polen Capital Management (3.2%), David Tepper (2.2%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Chase ColemanTIGER GLOBAL MANAGEMENT LLC | 5.7% | $1.4B |
| Polen Capital ManagementPOLEN CAPITAL MANAGEMENT LLC | 3.2% | $372.2M |
| David TepperAPPALOOSA LP | 2.2% | $165.7M |
| Lee AinslieMAVERICK CAPITAL LTD | 0.0% | $1.8M |
| Christopher DavisDavis Selected Advisers | 0.0% | $1.2M |
| Sarah KettererCAUSEWAY CAPITAL MANAGEMENT LLC | 0.0% | $354K |
| Mairs & Power FundsMAIRS & POWER INC | 0.0% | $331K |