Lam Research (LRCX)
Sector: | Information Technology |
Super Investor Stats: | |
Ownership count: | 5 |
Ownership rank: | 91 |
% of all portfolios: | 0.136% |
Hold Price * : | $1064.86 |
History | Portfolio Manager | Activity | Share change | % change to portfolio ▼ | |
Q2  2024 | |||||
≡ | David Tepper - Appaloosa Management | Reduce 5.22% | 6,000 | 0.10 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 4.89% | 1,442 | 0.03 | |
Q1  2024 | |||||
≡ | Hillman Value Fund | Sell 100.00% | 8,600 | 3.02 | |
≡ | Triple Frond Partners | Reduce 15.36% | 9,530 | 1.05 | |
≡ | Chase Coleman - Tiger Global Management | Reduce 12.36% | 49,800 | 0.27 | |
≡ | David Tepper - Appaloosa Management | Reduce 2.54% | 3,000 | 0.04 | |
≡ | Lee Ainslie - Maverick Capital | Add 6.34% | 1,756 | 0.03 | |
Q4  2023 | |||||
≡ | Chase Coleman - Tiger Global Management | Add 8.90% | 32,945 | 0.18 | |
≡ | David Tepper - Appaloosa Management | Reduce 1.67% | 2,000 | 0.03 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 0.38% | 106 | 0.00 | |
Q3  2023 | |||||
≡ | Hillman Value Fund | Reduce 31.75% | 4,000 | 1.24 | |
≡ | Chase Coleman - Tiger Global Management | Add 8.35% | 28,510 | 0.13 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 1.66% | 470 | 0.01 | |
Q2  2023 | |||||
≡ | Harry Burn - Sound Shore | Sell 100.00% | 123,375 | 2.46 | |
≡ | David Tepper - Appaloosa Management | Buy | 120,000 | 1.43 | |
≡ | Chase Coleman - Tiger Global Management | Add 240.75% | 241,300 | 1.29 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 70.60% | 67,927 | 0.94 | |
Q1  2023 | |||||
≡ | Harry Burn - Sound Shore | Add 296.00% | 92,220 | 1.84 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 37.88% | 58,659 | 0.80 | |
≡ | Chase Coleman - Tiger Global Management | Buy | 100,228 | 0.48 | |
Q4  2022 | |||||
≡ | Harry Burn - Sound Shore | Buy | 31,155 | 1.51 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 13.21% | 23,577 | 0.24 | |
Q3  2022 | |||||
≡ | Triple Frond Partners | Buy | 62,060 | 4.00 | |
≡ | Viking Global Investors | Sell 100.00% | 694,026 | 1.36 | |
≡ | Hillman Value Fund | Reduce 12.50% | 1,800 | 0.38 | |
≡ | Chris Hohn - TCI Fund Management | Sell 100.00% | 89,545 | 0.12 | |
≡ | Lee Ainslie - Maverick Capital | Add 4.94% | 8,406 | 0.07 | |
Q2  2022 | |||||
≡ | Hillman Value Fund | Buy | 14,400 | 2.99 | |
≡ | Viking Global Investors | Buy | 694,026 | 1.36 | |
≡ | Lee Ainslie - Maverick Capital | Add 21.38% | 29,946 | 0.32 | |
≡ | Chris Hohn - TCI Fund Management | Buy | 89,545 | 0.12 | |
Q1  2022 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 49.94% | 139,739 | 1.35 | |
Q4  2021 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 3.29% | 8,910 | 0.08 | |
≡ | Christopher Davis - Davis Advisors | Reduce 49.98% | 1,227 | 0.00 | |
Q3  2021 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 57.26% | 98,641 | 0.62 | |
Q2  2021 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 40.18% | 115,708 | 0.71 | |
≡ | Chris Hohn - TCI Fund Management | Sell 100.00% | 17,300 | 0.03 | |
Q1  2021 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 49.21% | 279,059 | 1.56 | |
≡ | Chris Hohn - TCI Fund Management | Buy | 17,300 | 0.03 | |
Q4  2020 | |||||
≡ | Harry Burn - Sound Shore | Sell 100.00% | 56,660 | 1.82 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 22.92% | 168,609 | 1.28 | |
Q3  2020 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 217.25% | 503,769 | 3.11 | |
≡ | Harry Burn - Sound Shore | Reduce 37.01% | 33,290 | 1.07 | |
Q2  2020 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 1036.20% | 211,479 | 1.44 | |
≡ | Harry Burn - Sound Shore | Add 37.96% | 24,750 | 0.80 | |
Q1  2020 | |||||
≡ | Harry Burn - Sound Shore | Buy | 65,200 | 1.69 | |
≡ | Hillman Value Fund | Sell 100.00% | 3,500 | 1.16 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 22.76% | 6,013 | 0.03 | |
≡ | Christopher Davis - Davis Advisors | Reduce 29.56% | 1,030 | 0.00 | |
Q4  2019 | |||||
≡ | Robert Olstein - Olstein Capital Management | Sell 100.00% | 13,000 | 0.47 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 5.45% | 1,522 | 0.01 | |
Q3  2019 | |||||
≡ | Robert Olstein - Olstein Capital Management | Reduce 43.48% | 10,000 | 0.36 | |
≡ | Lee Ainslie - Maverick Capital | Add 10.19% | 2,584 | 0.01 | |
Q2  2019 | |||||
≡ | Robert Olstein - Olstein Capital Management | Reduce 29.23% | 9,500 | 0.29 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 31.85% | 11,850 | 0.03 | |
Q1  2019 | |||||
≡ | Hillman Value Fund | Reduce 50.00% | 3,500 | 2.03 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 95.26% | 747,586 | 1.81 | |
≡ | Robert Olstein - Olstein Capital Management | Reduce 20.73% | 8,500 | 0.25 | |
Q4  2018 | |||||
≡ | Hillman Value Fund | Buy | 7,000 | 3.28 | |
≡ | David Tepper - Appaloosa Management | Sell 100.00% | 1,175,000 | 3.18 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 51.00% | 816,705 | 1.63 | |
≡ | Robert Olstein - Olstein Capital Management | Add 4.06% | 1,600 | 0.04 | |
Q3  2018 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 4499.37% | 1,566,681 | 2.95 | |
≡ | David Tepper - Appaloosa Management | Reduce 14.86% | 205,000 | 0.55 | |
≡ | Robert Olstein - Olstein Capital Management | Add 97.00% | 19,400 | 0.39 | |
Q2  2018 | |||||
≡ | Robert Olstein - Olstein Capital Management | Buy | 20,000 | 0.46 | |
≡ | David Tepper - Appaloosa Management | Add 6.52% | 84,414 | 0.17 | |
≡ | Lee Ainslie - Maverick Capital | Reduce 23.57% | 10,740 | 0.02 | |
Q1  2018 | |||||
≡ | David Tepper - Appaloosa Management | Buy | 1,295,586 | 2.82 | |
≡ | Lee Ainslie - Maverick Capital | Add 41.23% | 13,300 | 0.04 | |
Q4  2017 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 64.93% | 12,700 | 0.03 | |
Q3  2017 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 21.26% | 3,430 | 0.01 | |
Q2  2017 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 32.31% | 7,700 | 0.01 | |
Q1  2017 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 98.68% | 1,778,427 | 2.99 | |
Q4  2016 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 60.35% | 2,743,001 | 3.77 | |
Q3  2016 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 16.84% | 920,291 | 1.04 | |
Q2  2016 | |||||
≡ | Lee Ainslie - Maverick Capital | Add 83.65% | 2,489,547 | 2.84 | |
Q1  2016 | |||||
≡ | Lee Ainslie - Maverick Capital | Buy | 2,976,002 | 3.89 | |
Q3  2015 | |||||
≡ | David Einhorn - Greenlight Capital | Sell 100.00% | 1,636,700 | 1.70 | |
≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 3,150 | 0.00 | |
Q2  2015 | |||||
≡ | David Einhorn - Greenlight Capital | Reduce 1.11% | 18,300 | 0.02 | |
Q1  2015 | |||||
≡ | David Einhorn - Greenlight Capital | Reduce 33.27% | 825,000 | 0.76 | |
≡ | Lee Ainslie - Maverick Capital | Buy | 3,150 | 0.00 | |
Q4  2014 | |||||
≡ | David Einhorn - Greenlight Capital | Reduce 6.06% | 160,000 | 0.17 | |
Q2  2014 | |||||
≡ | David Einhorn - Greenlight Capital | Add 115.49% | 1,414,900 | 1.38 | |
Q1  2014 | |||||
≡ | David Einhorn - Greenlight Capital | Buy | 1,225,100 | 1.06 | |
Q4  2012 | |||||
≡ | David Tepper - Appaloosa Management | Sell 100.00% | 855,873 | 0.77 | |
Q3  2012 | |||||
≡ | David Tepper - Appaloosa Management | Add 96.66% | 420,673 | 0.38 | |
Q2  2012 | |||||
≡ | David Tepper - Appaloosa Management | Buy | 435,200 | 0.63 | |
Q4  2011 | |||||
≡ | David Tepper - Appaloosa Management | Sell 100.00% | 905,616 | 2.47 | |
Q3  2011 | |||||
≡ | David Tepper - Appaloosa Management | Reduce 20.37% | 231,670 | 0.63 | |
Q2  2011 | |||||
≡ | David Tepper - Appaloosa Management | Reduce 17.54% | 241,900 | 0.27 | |
Q1  2011 | |||||
≡ | David Tepper - Appaloosa Management | Reduce 9.51% | 145,000 | 0.21 | |
Q4  2010 | |||||
≡ | David Tepper - Appaloosa Management | Add 319.42% | 1,160,787 | 1.41 | |
Q3  2010 | |||||
≡ | David Tepper - Appaloosa Management | Buy | 363,399 | 0.55 | |
Q1  2010 | |||||
≡ | Richard Pzena - Hancock Classic Value | Sell 100.00% | 248,998 | 0.41 | |
Q4  2009 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 35.16% | 135,002 | 0.22 | |
Q2  2009 | |||||
≡ | Richard Pzena - Hancock Classic Value | Buy | 384,000 | 0.50 | |
Q1  2009 | |||||
≡ | Hillman Value Fund | Sell 100.00% | 39,500 | 4.90 | |
Q4  2008 | |||||
≡ | Hillman Value Fund | Reduce 26.31% | 14,100 | 1.75 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.