LRCX — Lam Research Corporation
In 2026 Q2, 35 of the 140 tracked hedge funds reported a position in Lam Research Corporation (LRCX), worth $8.53B combined. Over the quarter 19 opened or added, 16 trimmed or exited.
Hedge fund holders, 2026 Q2
| Fund | Value | Portfolio % | Change |
|---|---|---|---|
| VanEck | $4.81B | 2.90% | +411.8% |
| Polar Capital | $1.02B | 2.90% | +23.3% |
| Oaktop | $893.12M | 38.00% | -8.4% |
| Trivest | $372.66M | 11.70% | +5.4% |
| Whale Rock | $321.81M | 2.60% | -22.5% |
| WT | $213.73M | 4.20% | NEW |
| Trybe | $207.24M | 22.30% | NO CHANGE |
| ARS | $154.02M | 6.70% | -7.7% |
| CloudAlpha | $117.48M | 11.60% | NEW |
| Caxton Associates | $102.48M | 1.90% | +2431.8% |
| Four Tree Island | $98.71M | 32.60% | -0.2% |
| Value Aligned | $52.69M | 0.31% | -89% |
| Maytus | $21.67M | 3.40% | NEW |
| Duquesne | $18.89M | 0.43% | NEW |
| Chapin Davis | $18.68M | 3.30% | +9.2% |
| Navellier | $14.99M | 1.20% | -0% |
| Renaissance | $13.69M | 0.02% | +827.8% |
| IMC | $11.23M | 0.10% | -66.2% |
| Hel Ved | $10.97M | 1.50% | +1.9% |
| MWA | $8.41M | 3.80% | -14.4% |
| BOCHK | $6.95M | 1.10% | +208.7% |
| Grand Alliance | $6.50M | 3.90% | -66.7% |
| KRS | $6.23M | 2.90% | -0.4% |
| Ardsley | $4.33M | 0.47% | NEW |
| O'Neil | $3.87M | 0.87% | NEW |
| Persistent | $3.82M | 1.20% | NEW |
| Dale Q Rice | $3.03M | 1.60% | +1.6% |
| Burr | $2.84M | 1.80% | -1% |
| Polymer | $1.84M | 0.27% | +274.5% |
| Galaxy Digital | $1.82M | 1.10% | -29.1% |
| Cypress Point | $707.20K | 0.14% | NEW |
| Schear | $438.10K | 0.15% | NO CHANGE |
| Barnes Dennig | $303.76K | 0.24% | -2.6% |
| Tairen | $260.00K | 0.02% | -99.6% |
| Augustine | $201.93K | 0.04% | NEW |
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Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.