LRCX 13F holders: the hedge funds that own, bought and sold Lam Research Corp in Q2 2026
Funds holding Lam Research Corp (LRCX) at 5% or more of their reported 13F portfolio, and the largest moves in reported value for 2026-06-30. Straight from SEC EDGAR, with no price data involved.
Funds with a high-conviction position
Only positions worth 5% or more of the fund's reported 13F portfolio, largest first
| Fund | % of fund | Filed |
|---|---|---|
| Coatue Management | 8.41% | 2026-08-14 |
| Tiger Global | 5.72% | 2026-08-14 |
Biggest adds and trims
By reported position value, largest first. Capped upstream at 10 on each side, so 10 means “10 or more”
| Adding | Value | % of fund | Trimming | Value | % of fund |
|---|---|---|---|---|---|
| Sands Capital | $491 m | 1.82% | Coatue Management | $4.09 bn | 8.41% |
| Altimeter Capital new | $171 m | 1.74% | Tiger Global | $1.37 bn | 5.72% |
| Bridgewater Associates | $407 m | 1.67% | |||
| Polen Capital | $372 m | 3.21% | |||
| Whale Rock Capital | $322 m | 2.58% | |||
| Third Point | $0 | 0.00% |
LRCX institutional ownership: what the Q2 2026 13F filings show
2 of the 59 funds tracked here hold Lam Research Corp (LRCX) at 5% or more of their reported 13F portfolio. The largest weighting belongs to Coatue Management (8.41%), followed by Tiger Global (5.72%). A 5% position is a deliberate one: at that size LRCX is among the handful of names that decide how the fund's quarter goes.
On the buying side, 2 tracked funds increased their LRCX position in Q2 2026. Ranked by the size of the position they now report, the list is led by Sands Capital ($491 m) and Altimeter Capital ($171 m). Altimeter Capital reported it as a new position, with no LRCX in the previous filing. On the selling side, 6 funds cut their position, led by Coatue Management ($4.09 bn), Tiger Global ($1.37 bn) and Bridgewater Associates ($407 m). Third Point sold out of LRCX entirely. The dollar figures are the positions as reported at quarter end, not the amounts bought or sold — a 13F gives share counts on two dates, not the trades in between. Each list stops at 10 funds, so a count of 10 means 10 or more.
Among the funds with a page of their own on this site, Coatue Management (8.41%) reports LRCX as one of its ten largest positions; the percentage is the share of that fund's reported portfolio. Each fund's page shows what else it holds alongside LRCX.
LRCX 13F: questions and answers
Which hedge funds own LRCX?
Among the 59 funds tracked here, those holding LRCX at 5% or more of their portfolio in Q2 2026 are Coatue Management (8.41%) and Tiger Global (5.72%). Funds holding it as a smaller position are not in that list, so this is the high-conviction end of the ownership, not the full shareholder register.
Which funds bought LRCX in Q2 2026?
Sands Capital and Altimeter Capital (new position). “Bought” here means the share count in the Q2 2026 filing is higher than in the one before.
Which funds sold LRCX in Q2 2026?
Coatue Management, Tiger Global, Bridgewater Associates, Polen Capital, Whale Rock Capital and Third Point (sold out). A fund marked as sold out reported no LRCX at all at the end of Q2 2026; the others still hold a reduced position.
How current is this LRCX 13F data?
It reflects positions on 2026-06-30, the end of Q2 2026. Managers have 45 days after quarter end to file, so the holdings shown are always between six weeks and four and a half months old; filings for the quarter ending 2026-09-30 are due by 2026-11-14. The page is rebuilt daily, so a late or amended filing is picked up when it reaches the SEC.
Is this every institution that holds LRCX?
No. It covers the 59 funds tracked on this site, and within those only positions of 5% or more in the holders table and the 10 largest moves on each side. Index funds, pension plans and thousands of other 13F filers hold LRCX too; a fund with a position between 0.5% and 5% of its portfolio appears in the adds and trims only if it changed its share count.
Source: SEC EDGAR, Form 13F-HR and Form 4 — public domain, reproduced as filed. The table above lists only the funds, among the 59 we track, holding this stock at 5% or more of their portfolio. It is neither the total number of institutions holding the stock nor every fund we track that holds it — smaller positions, down to the 0.5% reporting floor, do not appear here. 13F carries up to a 45-day reporting delay and options are excluded. Values are as reported in the filing, not current market value. Insiders are counted, never named. The company name is EDGAR's own spelling.
See the filings for LRCX on SEC EDGAR
This page covers one stock in one quarter. Every fund, every quarter-over-quarter change and every insider purchase live in WhaleSignals.