LRCX

LAM RESEARCH CORP

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

LAM RESEARCH CORP (LRCX) is held as common stock by 13 tracked hedge-fund managers, with a combined reported value of ~$9.98B; the largest are Philippe Laffont, Jeremy Grantham, Chase Coleman. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 2 new, 2 added, 8 trimmed, 2 closed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · HighThis quarter · Cooling

Common-stock holders134 also report options

Congress trades20

Price$314.47vs quarter-end-27.43%

Sectors3

This quarter's moves

New2

Added2

Trimmed / sold10

Top holder

Philippe Laffont

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Jeremy GranthamTrim

Value $2.37B5.3% of portfolio5,464,7262026 Q2

Chase ColemanTrim

Value $1.37B5.7% of portfolio3,163,4952026 Q2

Ken GriffinAdd

Value $615.75M0.4% of portfolio1,420,9752026 Q2

Ray DalioTrim

Value $406.56M1.7% of portfolio938,2242026 Q2

Alex SacerdoteTrim

Value $321.81M2.6% of portfolio742,6382026 Q2

Brad GerstnerNew large stake

Value $170.77M1.7% of portfolio394,0802026 Q2

David TepperHold

Value $165.75M2.2% of portfolio382,5002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Jeremy Grantham	2026 Q2	$2.37B	5,464,726	5.3%	Trim
Chase Coleman	2026 Q2	$1.37B	3,163,495	5.7%	Trim
Ken Griffin	2026 Q2	$615.75M	1,420,975	0.4%	Add
Ray Dalio	2026 Q2	$406.56M	938,224	1.7%	Trim
Alex Sacerdote	2026 Q2	$321.81M	742,638	2.6%	Trim
Brad Gerstner	2026 Q2	$170.77M	394,080	1.7%	New large stake
David Tepper	2026 Q2	$165.75M	382,500	2.2%	Hold

PUT / CALL disclosures

Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.

Ken GriffinPUT—

Value $1.78B— of portfolio4,101,5002026 Q2

Ken GriffinCALL—

Value $1.52B— of portfolio3,506,3002026 Q2

Izzy EnglanderPUT—

Value $486.85M— of portfolio1,123,5002026 Q2

Izzy EnglanderCALL—

Value $371.41M— of portfolio857,1002026 Q2

Paul Tudor JonesCALL—

Value $186.72M— of portfolio430,9002026 Q2

Paul Tudor JonesPUT—

Value $78.00M— of portfolio180,0002026 Q2

Steven CohenCALL—

Value $62.18M— of portfolio143,5002026 Q2

Steven CohenPUT—

Value $20.19M— of portfolio46,6002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Ken GriffinPUT	2026 Q2	$1.78B	4,101,500	—	—
Ken GriffinCALL	2026 Q2	$1.52B	3,506,300	—	—
Izzy EnglanderPUT	2026 Q2	$486.85M	1,123,500	—	—
Izzy EnglanderCALL	2026 Q2	$371.41M	857,100	—	—
Paul Tudor JonesCALL	2026 Q2	$186.72M	430,900	—	—
Paul Tudor JonesPUT	2026 Q2	$78.00M	180,000	—	—
Steven CohenCALL	2026 Q2	$62.18M	143,500	—	—
Steven CohenPUT	2026 Q2	$20.19M	46,600	—	—

Insider Trading

Officers · directors · Form 4

Open-market purchases and sales (P/S)18

Timothy Archer
President and CEO
Sell$9.58M
30,000 @ $319.26Traded 2026-09-09Filed 2026-09-10
Bethany Mayer
Director
Sell$3.01M
9,557 @ $314.74Traded 2026-09-09Filed 2026-09-10
Seshasayee Varadarajan
Senior Vice President
Sell$3.57M
12,270 @ $291.32Traded 2026-09-02Filed 2026-09-03
Seshasayee Varadarajan
Senior Vice President
Sell$5.83M
20,000 @ $291.32Traded 2026-09-02Filed 2026-09-03
Seshasayee Varadarajan
Senior Vice President
Sell$8.01M
27,480 @ $291.32Traded 2026-09-02Filed 2026-09-03
Ava Harter
Chief Legal Officer
Sell$1.51M
5,000 @ $302.46Traded 2026-08-31Filed 2026-09-01
Timothy Archer
President and CEO
Sell$9.00M
30,000 @ $300.00Traded 2026-08-06Filed 2026-08-07
Abhijit Y Talwalkar
Director
Sell$6.12M
18,282 @ $335.00Traded 2026-07-13Filed 2026-07-14
Timothy Archer
President and CEO
Sell$11.70M
30,000 @ $390.01Traded 2026-07-02Filed 2026-07-06
Eric Brandt
Director
Sell$838.1K
2,300 @ $364.41Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$852.0K
2,345 @ $363.33Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$981.4K
2,708 @ $362.40Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$295.8K
819 @ $361.21Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$106.7K
300 @ $355.71Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$596.9K
1,600 @ $373.09Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$2.87M
7,700 @ $372.23Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$686.4K
1,906 @ $360.15Traded 2026-06-12Filed 2026-06-15
Eric Brandt
Director
Sell$3.06M
8,233 @ $371.17Traded 2026-06-12Filed 2026-06-15

Insider transactions are public SEC Form 4 disclosures (company officers, directors, 10% owners), for research only — not investment advice.

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.