Back to 13F data
Q1 2026
LAM RESEARCH CORP
Original CUSIPs: 512807306. This page shows current managers, quarterly changes, and primary SEC sources.
Current managers
2
Combined value
$1.2B
Current managers
2
Calculated from each manager’s latest available 13F.
Total shares
5,471,668
Aggregated at company level with original CUSIP details preserved.
Combined value
$1.2B
Market values are added across managers reporting the same quarter.
Themes
Unclassified
Local mappings are used only for search and classification.
Four-quarter trend
Four-quarter ownership trend
Manager actions by quarter
Current tracked managers holding this company
| Manager | Quarter | Market value | Shares | Portfolio weight | Current-quarter change | Share change | Value change | SEC source |
|---|---|---|---|---|---|---|---|---|
| Tiger Global Tiger Global | Q1 2026 | $833,367,797 | 3,900,439 | 3.65% | Unchanged +0.00% | 0 | +$165,690,649 | XML 05/15/2026 |
| Bridgewater Associates Ray Dalio / Bridgewater | Q1 2026 | $335,708,788 | 1,571,229 | 1.50% | Reduced -48.34% | -1,470,432 | -$184,962,742 | XML 05/15/2026 |
Original CUSIP details
Quarterly holdings details
| Quarter | Current managers | Combined value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 2 | $671,559,173 | 6,899,108 | Bridgewater Associates New position Tiger Global New position |
| Q3 2025 | 2 | $1,168,184,841 | 8,724,308 | Bridgewater Associates Increased Tiger Global Unchanged |
| Q4 2025 | 2 | $1,188,348,678 | 6,942,100 | Bridgewater Associates Reduced Tiger Global Reduced |
| Q1 2026 | 2 | $1,169,076,585 | 5,471,668 | Bridgewater Associates Reduced Tiger Global Unchanged |
Data source
Holdings facts come from SEC 13F information tables. Tickers, company aliases, and themes are used only for search and normalized display, not as a holdings source.