Lam Research Corp. – Investors and Politicians Who Own It
LRCX, 5 share classes and securities
Investors who own it
20 tracked investors, $12.6B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Philippe LaffontCoatue Management, Q2 2026 | $4.1B | 8.41% |
Jeremy GranthamGMO (Grantham Mayo Van Otterloo), Q2 2026 | $2.4B | 5.33% |
| $1.5B | 0.94% | |
Chase ColemanTiger Global Management, Q2 2026 | $1.4B | 5.72% |
Takis SparaggisAlkeon Capital Management, Q2 2026 | $1.3B | 1.78% |
Takis SparaggisPutAlkeon Capital Management, Q2 2026 | $975M | 1.32% |
Frank SandsSands Capital Management, Q2 2026 | $491.4M | 1.82% |
Ray DalioBridgewater Associates, Q2 2026 | $406.6M | 1.67% |
Polen CapitalQ2 2026 | $372.2M | 3.21% |
Alex SacerdoteWhale Rock Capital, Q2 2026 | $321.8M | 2.58% |
Brad GerstnerAltimeter Capital, Q2 2026 | $170.8M | 1.74% |
David TepperAppaloosa Management, Q2 2026 | $165.7M | 2.15% |
Value Aligned Research AdvisorsCallQ2 2026 | $80M | 0.20% |
| $52.7M | 0.13% | |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $19.5M | 0.29% |
Stanley DruckenmillerDuquesne Family Office, Q2 2026 | $18.9M | 0.36% |
Mario GabelliGAMCO Investors, Q2 2026 | $3.4M | 0.03% |
Rob CitroneDiscovery Capital Management, Q2 2026 | $2M | 0.08% |
Lee AinslieMaverick Capital, Q2 2026 | $1.8M | 0.02% |
Chris DavisDavis Selected Advisers, Q2 2026 | $1.2M | 0.01% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Kathy E. ManningD-NC · House | $359.5K | 1.31% |
Markwayne MullinR-OK · Senate | $356.5K | 3.48% |
Robert P. Bresnahan, Jr.R-PA · House | $125.5K | 0.74% |
Marjorie Taylor GreeneR-GA · House | $82K | 1.52% |
Gilbert Ray Cisneros, Jr.D-CA · House | $62.7K | 0.15% |
Cleo FieldsD-LA · House | $46.7K | 0.09% |
Byron DonaldsR-FL · House | $30.9K | 4.07% |
Julie JohnsonD-TX · House | $15.4K | 0.09% |
Josh GottheimerD-NJ · House | $15.4K | 0.05% |
Michael A. RulliR-OH · House | $15.4K | 1.65% |
Alan ArmstrongR-OK · Senate | $12.5K | 0.25% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Philippe Laffont | Reduced −6.0% | 9,441,603 |
| Jeremy Grantham | Reduced −21% | 5,464,726 |
| National Pension Service (Korea) | Reduced −0.1% | 3,362,878 |
| Takis SparaggisPut | Added +75% | 2,250,000 |
| Chase Coleman | Reduced −19% | 3,163,495 |
| Takis Sparaggis | Reduced −22% | 3,050,456 |
| Frank Sands | Added +50% | 1,133,965 |
| Value Aligned Research Advisors | Reduced −89% | 121,597 |
| Brad Gerstner | New | 394,080 |
| Polen Capital | Reduced −19% | 859,036 |
| Alex Sacerdote | Reduced −22% | 742,638 |
| Ray Dalio | Reduced −40% | 938,224 |
| Rob Citrone | Reduced −98% | 4,568 |
| Value Aligned Research AdvisorsCall | Reduced −11% | 184,700 |
| Stanley Druckenmiller | New | 43,600 |
| Dan Loeb | Sold out | 0 |
| Barry Ritholtz | Added +5.4% | 44,910 |
| Mario Gabelli | Added +147% | 7,869 |
| Lee Ainslie | New | 4,083 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Sheldon WhitehouseSpouseD-RI · Senate | Sold part$1K–$15K | Aug 13, 2026disclosed Sep 2, 2026 |
David J. TaylorR-OH · House | Sold$1K–$15K | Jun 5, 2026disclosed Jun 12, 2026 |
David J. TaylorR-OH · House | Sold$1K–$15K | Apr 27, 2026disclosed May 7, 2026 |
David J. TaylorR-OH · House | Sold$1K–$15K | Apr 27, 2026disclosed May 7, 2026 |
Alan ArmstrongR-OK · Senate | Bought$1K–$15K | Mar 27, 2026disclosed Jul 21, 2026 |
David J. TaylorR-OH · House | Bought$1K–$15K | Mar 12, 2026disclosed Mar 20, 2026 |
David J. TaylorR-OH · House | Sold$1K–$15K | Feb 26, 2026disclosed Mar 6, 2026 |
David J. TaylorR-OH · House | Sold$1K–$15K | Feb 26, 2026disclosed Mar 6, 2026 |
Cleo FieldsD-LA · House | Bought$15K–$50K | Feb 3, 2026disclosed Feb 24, 2026 |
David J. TaylorR-OH · House | Sold$1K–$15K | Jan 16, 2026disclosed Feb 2, 2026 |
David J. TaylorR-OH · House | Sold$15K–$50K | Jan 8, 2026disclosed Jan 21, 2026 |
John BoozmanJointR-AR · Senate | Sold part$1K–$15K | Jan 8, 2026disclosed Feb 15, 2026 |
David J. TaylorR-OH · House | Sold$15K–$50K | Jan 8, 2026disclosed Jan 21, 2026 |
Markwayne MullinJointR-OK · Senate | Bought$50K–$100K | Dec 29, 2025disclosed Jan 16, 2026 |
Val T. HoyleSpouseD-OR · House | Sold$1K–$15K | Sep 23, 2025disclosed Oct 10, 2025 |
David J. TaylorR-OH · House | Sold$1K–$15K | Sep 22, 2025disclosed Oct 7, 2025 |
David J. TaylorR-OH · House | Sold$1K–$15K | Sep 22, 2025disclosed Oct 7, 2025 |
Jonathan L. JacksonSpouseD-IL · House | Sold$1K–$15K | Sep 3, 2025disclosed Oct 15, 2025 |
Sheldon WhitehouseSpouseD-RI · Senate | Sold part$15K–$50K | Aug 28, 2025disclosed Sep 3, 2025 |
Jonathan L. JacksonSpouseD-IL · House | Bought$1K–$15K | Aug 13, 2025disclosed Sep 23, 2025 |
Byron DonaldsR-FL · House | Bought$1K–$15K | Aug 7, 2025disclosed Sep 5, 2025 |
Byron DonaldsSpouseR-FL · House | Bought$1K–$15K | Aug 7, 2025disclosed Sep 5, 2025 |
David J. TaylorR-OH · House | Sold$1K–$15K | Jul 18, 2025disclosed Sep 2, 2025 |
David J. TaylorR-OH · House | Sold$1K–$15K | Jul 18, 2025disclosed Sep 2, 2025 |
Markwayne MullinJointR-OK · Senate | Bought$15K–$50K | May 13, 2025disclosed Jun 11, 2025 |
Jefferson ShreveR-IN · House | Sold$15K–$50K | May 12, 2025disclosed Jun 22, 2025 |
John BoozmanJointR-AR · Senate | Sold part$1K–$15K | Apr 16, 2025disclosed May 14, 2025 |
Markwayne MullinJointR-OK · Senate | Sold part$50K–$100K | Apr 8, 2025disclosed May 12, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Apr 8, 2025disclosed May 8, 2025 |
Julie JohnsonJointD-TX · House | Sold$1K–$15K | Apr 7, 2025disclosed May 14, 2025 |
Jefferson ShreveR-IN · House | Sold part$15K–$50K | Apr 7, 2025disclosed May 8, 2025 |
Marjorie Taylor GreeneR-GA · House | Bought$1K–$15K | Apr 4, 2025disclosed Apr 7, 2025 |
Jefferson ShreveR-IN · House | Bought$50K–$100K | Mar 31, 2025disclosed Apr 11, 2025 |
Jefferson ShreveR-IN · House | Sold part$50K–$100K | Mar 5, 2025disclosed Apr 11, 2025 |
John BoozmanJointR-AR · Senate | Sold part$1K–$15K | Feb 5, 2025disclosed Mar 6, 2025 |
Val T. HoyleSpouseD-OR · House | Sold part$1K–$15K | Feb 4, 2025disclosed Sep 12, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$15K–$50K | Jan 28, 2025disclosed Feb 11, 2025 |
William R. KeatingD-MA · House | Sold$1K–$15K | Jan 24, 2025disclosed Feb 25, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Bought$1K–$15K | Jan 16, 2025disclosed Feb 13, 2025 |
Sheldon WhitehouseD-RI · Senate | Sold$15K–$50K | Dec 19, 2024disclosed Jan 8, 2025 |