Portfolio changes · featured 13Fs
Activity
Moves in LRCX across featured managers — New / Exit / Add / Reduce.
LRCX
10 shown10 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| LRCX | Reduce | Ben Hoskin - Value Aligned Research Advisors | −1.00 pp | −89.0% sh | Q1→Q2 |
| 14 Aug 7 | |||||
| LRCX | New | Brad Gerstner - Altimeter Capital Management | +1.74 pp | opened 1.7% | Q1→Q2 |
| LRCX | New | Stanley Druckenmiller - Duquesne Family Office | +0.36 pp | opened 0.36% | Q1→Q2 |
| LRCX | New | Lee Ainslie - Maverick Capital | +0.02 pp | opened 0.02% | Q1→Q2 |
| LRCX | New | Mairs & Power | 0.00 pp | opened <0.01% | Q1→Q2 |
| LRCX | Exit | Dan Loeb - Third Point | −0.77 pp | was 0.77% | Q1→Q2 |
| LRCX | Reduce | Chase Coleman - Tiger Global Management | +2.07 pp | −18.9% sh | Q1→Q2 |
| LRCX | Reduce | Philippe Laffont - Coatue Management | +1.03 pp | −6.0% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| LRCX | New | Sarah Ketterer - Causeway Capital Management | 0.00 pp | opened <0.01% | Q1→Q2 |
| 4 Aug 1 | |||||
| LRCX | Reduce | Polen Capital Management | +1.65 pp | −18.5% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home