Lam Research (LRCX)

Sector:Information Technology
Super Investor Stats:
Ownership count:5
Ownership rank:94
% of all portfolios:0.104%
Hold Price * :$72.23
History Portfolio Manager Activity Share change % change to portfolio ▲
Q4  2024
≡ Chase Coleman - Tiger Global Management Add 12.06% 425,870 0.12
≡ David Tepper - Appaloosa Management Add 25.00% 250,000 0.28
≡ Lee Ainslie - Maverick Capital Add 150.18% 416,485 0.54
≡ Triple Frond Partners Buy 511,765 4.79
Q3  2024
≡ Lee Ainslie - Maverick Capital Reduce 1.02% 2,870 0.00
≡ David Tepper - Appaloosa Management Reduce 8.26% 90,000 0.11
≡ Triple Frond Partners Sell 100.00% 525,300 6.56
Q2  2024
≡ Lee Ainslie - Maverick Capital Reduce 4.89% 14,420 0.03
≡ David Tepper - Appaloosa Management Reduce 5.22% 60,000 0.10
Q1  2024
≡ Lee Ainslie - Maverick Capital Add 6.34% 17,560 0.03
≡ David Tepper - Appaloosa Management Reduce 2.54% 30,000 0.04
≡ Chase Coleman - Tiger Global Management Reduce 12.36% 498,000 0.27
≡ Triple Frond Partners Reduce 15.36% 95,300 1.05
≡ Hillman Value Fund Sell 100.00% 86,000 3.02
Q4  2023
≡ Lee Ainslie - Maverick Capital Reduce 0.38% 1,060 0.00
≡ David Tepper - Appaloosa Management Reduce 1.67% 20,000 0.03
≡ Chase Coleman - Tiger Global Management Add 8.90% 329,450 0.18
Q3  2023
≡ Lee Ainslie - Maverick Capital Reduce 1.66% 4,700 0.01
≡ Chase Coleman - Tiger Global Management Add 8.35% 285,100 0.13
≡ Hillman Value Fund Reduce 31.75% 40,000 1.24
Q2  2023
≡ Lee Ainslie - Maverick Capital Reduce 70.60% 679,270 0.94
≡ Chase Coleman - Tiger Global Management Add 240.75% 2,413,000 1.29
≡ David Tepper - Appaloosa Management Buy 1,200,000 1.43
≡ Harry Burn - Sound Shore Sell 100.00% 1,233,750 2.46
Q1  2023
≡ Chase Coleman - Tiger Global Management Buy 1,002,280 0.48
≡ Lee Ainslie - Maverick Capital Reduce 37.88% 586,590 0.80
≡ Harry Burn - Sound Shore Add 296.00% 922,200 1.84
Q4  2022
≡ Lee Ainslie - Maverick Capital Reduce 13.21% 235,770 0.24
≡ Harry Burn - Sound Shore Buy 311,550 1.51
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 4.94% 84,060 0.07
≡ Chris Hohn - TCI Fund Management Sell 100.00% 895,450 0.12
≡ Hillman Value Fund Reduce 12.50% 18,000 0.38
≡ Viking Global Investors Sell 100.00% 6,940,260 1.36
≡ Triple Frond Partners Buy 620,600 4.00
Q2  2022
≡ Chris Hohn - TCI Fund Management Buy 895,450 0.12
≡ Lee Ainslie - Maverick Capital Add 21.38% 299,460 0.32
≡ Viking Global Investors Buy 6,940,260 1.36
≡ Hillman Value Fund Buy 144,000 2.99
Q1  2022
≡ Lee Ainslie - Maverick Capital Reduce 49.94% 1,397,390 1.35
Q4  2021
≡ Christopher Davis - Davis Advisors Reduce 49.98% 12,270 0.00
≡ Lee Ainslie - Maverick Capital Add 3.29% 89,100 0.08
Q3  2021
≡ Lee Ainslie - Maverick Capital Add 57.26% 986,410 0.62
Q2  2021
≡ Chris Hohn - TCI Fund Management Sell 100.00% 173,000 0.03
≡ Lee Ainslie - Maverick Capital Reduce 40.18% 1,157,080 0.71
Q1  2021
≡ Chris Hohn - TCI Fund Management Buy 173,000 0.03
≡ Lee Ainslie - Maverick Capital Reduce 49.21% 2,790,590 1.56
Q4  2020
≡ Lee Ainslie - Maverick Capital Reduce 22.92% 1,686,090 1.28
≡ Harry Burn - Sound Shore Sell 100.00% 566,600 1.82
Q3  2020
≡ Harry Burn - Sound Shore Reduce 37.01% 332,900 1.07
≡ Lee Ainslie - Maverick Capital Add 217.25% 5,037,690 3.11
Q2  2020
≡ Harry Burn - Sound Shore Add 37.96% 247,500 0.80
≡ Lee Ainslie - Maverick Capital Add 1036.20% 2,114,790 1.44
Q1  2020
≡ Christopher Davis - Davis Advisors Reduce 29.56% 10,300 0.00
≡ Lee Ainslie - Maverick Capital Reduce 22.76% 60,130 0.03
≡ Hillman Value Fund Sell 100.00% 35,000 1.16
≡ Harry Burn - Sound Shore Buy 652,000 1.69
Q4  2019
≡ Lee Ainslie - Maverick Capital Reduce 5.45% 15,220 0.01
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 130,000 0.47
Q3  2019
≡ Lee Ainslie - Maverick Capital Add 10.19% 25,840 0.01
≡ Robert Olstein - Olstein Capital Management Reduce 43.48% 100,000 0.36
Q2  2019
≡ Lee Ainslie - Maverick Capital Reduce 31.85% 118,500 0.03
≡ Robert Olstein - Olstein Capital Management Reduce 29.23% 95,000 0.29
Q1  2019
≡ Robert Olstein - Olstein Capital Management Reduce 20.73% 85,000 0.25
≡ Lee Ainslie - Maverick Capital Reduce 95.26% 7,475,860 1.81
≡ Hillman Value Fund Reduce 50.00% 35,000 2.03
Q4  2018
≡ Robert Olstein - Olstein Capital Management Add 4.06% 16,000 0.04
≡ Lee Ainslie - Maverick Capital Reduce 51.00% 8,167,050 1.63
≡ David Tepper - Appaloosa Management Sell 100.00% 11,750,000 3.18
≡ Hillman Value Fund Buy 70,000 3.28
Q3  2018
≡ Robert Olstein - Olstein Capital Management Add 97.00% 194,000 0.39
≡ David Tepper - Appaloosa Management Reduce 14.86% 2,050,000 0.55
≡ Lee Ainslie - Maverick Capital Add 4499.37% 15,666,810 2.95
Q2  2018
≡ Lee Ainslie - Maverick Capital Reduce 23.57% 107,400 0.02
≡ David Tepper - Appaloosa Management Add 6.52% 844,140 0.17
≡ Robert Olstein - Olstein Capital Management Buy 200,000 0.46
Q1  2018
≡ Lee Ainslie - Maverick Capital Add 41.23% 133,000 0.04
≡ David Tepper - Appaloosa Management Buy 12,955,860 2.82
Q4  2017
≡ Lee Ainslie - Maverick Capital Add 64.93% 127,000 0.03
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 21.26% 34,300 0.01
Q2  2017
≡ Lee Ainslie - Maverick Capital Reduce 32.31% 77,000 0.01
Q1  2017
≡ Lee Ainslie - Maverick Capital Reduce 98.68% 17,784,270 2.99
Q4  2016
≡ Lee Ainslie - Maverick Capital Reduce 60.35% 27,430,010 3.77
Q3  2016
≡ Lee Ainslie - Maverick Capital Reduce 16.84% 9,202,910 1.04
Q2  2016
≡ Lee Ainslie - Maverick Capital Add 83.65% 24,895,470 2.84
Q1  2016
≡ Lee Ainslie - Maverick Capital Buy 29,760,020 3.89
Q3  2015
≡ Lee Ainslie - Maverick Capital Sell 100.00% 31,500 0.00
≡ David Einhorn - Greenlight Capital Sell 100.00% 16,367,000 1.70
Q2  2015
≡ David Einhorn - Greenlight Capital Reduce 1.11% 183,000 0.02
Q1  2015
≡ Lee Ainslie - Maverick Capital Buy 31,500 0.00
≡ David Einhorn - Greenlight Capital Reduce 33.27% 8,250,000 0.76
Q4  2014
≡ David Einhorn - Greenlight Capital Reduce 6.06% 1,600,000 0.17
Q2  2014
≡ David Einhorn - Greenlight Capital Add 115.49% 14,149,000 1.38
Q1  2014
≡ David Einhorn - Greenlight Capital Buy 12,251,000 1.06
Q4  2012
≡ David Tepper - Appaloosa Management Sell 100.00% 8,558,730 0.77
Q3  2012
≡ David Tepper - Appaloosa Management Add 96.66% 4,206,730 0.38
Q2  2012
≡ David Tepper - Appaloosa Management Buy 4,352,000 0.63
Q4  2011
≡ David Tepper - Appaloosa Management Sell 100.00% 9,056,160 2.47
Q3  2011
≡ David Tepper - Appaloosa Management Reduce 20.37% 2,316,700 0.63
Q2  2011
≡ David Tepper - Appaloosa Management Reduce 17.54% 2,419,000 0.27
Q1  2011
≡ David Tepper - Appaloosa Management Reduce 9.51% 1,450,000 0.21

* "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.