Follow-The-Filings

Security · featured owners

LRCX Lam Research Corp.

Information Technology COM NEW Equity as of 2026 Q2 among managers we track

  • 14 Owners
  • #49
  • Max 8.4%
  • Master 0.39%
  • $6.6B
  • 5 new 1 add 6 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 8.4% (Philippe Laffont - Coatue Management) · not free-float ownership

  1. Philippe Laffont reduce 8.4%
  2. Chase Coleman reduce 5.7%
  3. Polen Capital Management reduce 3.2%
  4. Alex Sacerdote reduce 2.6%
  5. David Tepper 2.2%
  6. Brad Gerstner new 1.7%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Philippe Laffont - Coatue Management 2026 Q2 8.4% Reduce −6.0% 9,441,603 $4.1B history
Chase Coleman - Tiger Global Management 2026 Q2 5.7% Reduce −18.9% 3,163,495 $1.4B history
Polen Capital Management 2026 Q2 3.2% Reduce −18.5% 859,036 $372M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 2.6% Reduce −22.5% 742,638 $322M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 1.7% New 1.7% 394,080 $171M history
David Tepper - Appaloosa 2026 Q2 2.2% Hold 382,500 $166M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.08% Add +10.8% 129,318 $56M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.13% Reduce −89.0% 121,597 $53M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.36% New 0.36% 43,600 $19M history
Lee Ainslie - Maverick Capital 2026 Q2 0.02% New 0.02% 4,083 $2M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.01% Hold 2,780 $1M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 <0.01% New <0.01% 816 $354K history
Mairs & Power 2026 Q2 <0.01% New <0.01% 765 $331K history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.08% Reduce −73.1% 530 $230K history
Dan Loeb - Third Point exited 2026 Q2 last 2026 Q1 0.77% Exit −0.77 pp 75,000 $16M history

14 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K/A 5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 31, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jul 2, 2026 Filing Doc
4 Period Jun 11, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 27, 2026 Filing Doc
4 Period Mar 10, 2026 Filing Doc
4 Period Mar 4, 2026 · 2 forms Filing Doc
4 Period Mar 2, 2026 · 2 forms Filing Doc
4 Period Feb 27, 2026 · 8 forms Filing Doc
4 Period Feb 24, 2026 Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $17.43B $14.91B $18.44B $23.23B
Gross profit $7.78B $7.05B $8.98B $11.73B
Gross margin * 44.6% 47.3% 48.7% 50.5%
Net income $4.51B $3.83B $5.36B $7.27B
Net margin * 25.9% 25.7% 29.1% 31.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $13.23B $12.88B $14.52B $15.61B
Total non-current assets * $5.55B $5.86B $6.83B $7.92B
Total assets $18.78B $18.74B $21.35B $23.53B
Total current liabilities $4.18B $4.34B $6.57B $5.94B
Total non-current liabilities * $6.39B $5.87B $4.92B $5.12B
Total equity $8.21B $8.54B $9.86B $12.47B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $5.18B $4.65B $6.17B $5.86B
Cash from investing -$534.56M -$370.61M -$708.09M -$922.15M
Cash from financing -$2.83B -$4B -$4.94B -$5.72B
Net change in cash $1.81B $0.263B $0.557B -$0.81B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders