← Super investors
LRCX
Lam Research Corp
6 super-investor ownerscombined $1.40Blargest position 3.6%
1 NEW1 EXIT
Cohort owners over time
2024Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 3
Peak: 3
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 3.6% | 6q | $833M | 3,900,439 |
| 2 | Joel Greenblatt | 0.2% | 6q | $238M | 1,114,732 |
| 3 | Polen Capital Management | 1.6% | — 1q | $225M | 1,054,495 |
| 4 | David Tepper | 1.4% | 6q | $82M | 382,500 |
| 5 | Daniel Loeb | 0.8% | — 1q | $16M | 75,000 |
| 6 | Christopher Davis | <0.1% | 6q | $594K | 2,780 |
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | NEW | 0.8% | +100% | $16M | May 15, 2026 |
| Triple Frond Partners | EXIT | 5.3% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 512807306. Not investment advice.