LRC
Lam Research Corp
LRCX · Tech
Across the roster this quarter
+1 net buyers2 managers hold it
No crowd here. Whatever you think, it's your call.
New1
Added0
Held1
Trimmed0
Sold out0
Combined position
$337M
Across all holders
Average weight in book
2%
Largest: Tepper at 2.2%
Average holding period
1 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
DT
David Tepper
Appaloosa Management · $166M
2.2%
HeldBG
Brad Gerstner
Altimeter Capital · $171M
1.7%
NewManagers holding, last five years
Up from 0 to 2 managers. Crowding cuts both ways.
1
1
1
1
1
1
1
1
1
1
1
1
1
2
Q3'21Q2'26