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LRCX
LAM RESEARCH CORP
Tracked Holders (5)
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Christopher Davis | 0.00% | Reduce 77% | 2.8K | $594K | Q1 2026 |
| Triple Frond Partners | 7.12% | Reduce 31% | 295.4K | $50.6M | Q4 2025 |
| Chase Coleman | 2.25% | Reduce 26% | 3.90M | $667.7M | Q4 2025 |
| Lee Ainslie | 1.16% | Add 3723% | 633.1K | $108.4M | Q4 2025 |
| David Tepper | 1.05% | Add 15% | 425.0K | $72.8M | Q4 2025 |