Lam Research supplies wafer-fabrication equipment and services used in semiconductor manufacturing.
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Third Point opened a new position at 0.77% of the portfolio, buying 75,000 shares.
Coatue Management added 237,940 shares; portfolio weight moved from 4.20% to 7.39%.
Bridgewater Associates sold 1,470,432 shares; portfolio weight moved from 1.90% to 1.50%.
Tiger Global kept the share count unchanged while portfolio weight moved from 2.25% to 3.65%.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 3 | $1,694,358,445 | 17,406,600 | Bridgewater Associates New position - 1,638,780 Shares Tiger Global New position - 5,260,328 Shares Coatue Management New position - 10,507,492 Shares |
| Q3 2025 | 3 | $2,501,091,321 | 18,678,800 | Bridgewater Associates Increased - 3,463,980 Shares Tiger Global Unchanged - 5,260,328 Shares Coatue Management Reduced - 9,954,492 Shares |
| Q4 2025 | 3 | $2,866,865,295 | 16,747,665 | Bridgewater Associates Reduced - 3,041,661 Shares Tiger Global Reduced - 3,900,439 Shares Coatue Management Reduced - 9,805,565 Shares |
| Q1 2026 | 4 | $3,330,996,364 | 15,590,173 | Bridgewater Associates Reduced - 1,571,229 Shares Tiger Global Unchanged - 3,900,439 Shares Coatue Management Increased - 10,043,505 Shares Third Point New position - 75,000 Shares |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Coatue Management | LAM RESEARCH CORP | 512807306 | COM NEW | $2,145,895,279 | 10,043,505 | 7.39% | SEC XML |
| Tiger Global | LAM RESEARCH CORP | 512807306 | COM NEW | $833,367,797 | 3,900,439 | 3.65% | SEC XML |
| Bridgewater Associates | LAM RESEARCH CORP | 512807306 | COM NEW | $335,708,788 | 1,571,229 | 1.50% | SEC XML |
| Third Point | LAM RESEARCH CORP | 512807306 | COM NEW | $16,024,500 | 75,000 | 0.77% | SEC XML |