LRCX
Quarter 2026Q2 · LAM RESEARCH CORP · CUSIP 512807306
Size · Holdings
$22.7B
#33 · 23 Holders
Total market value held across tracked managers.
Force · Net Flow
$7.1B
#31 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
-3
9▲ 12▼ · 5 New
Net-buying groups minus net-selling groups (related filers count once).
Who's adding
norges+$7.9B
citadel+$1.2B
altimeter+$171M
marshall_wace+$24M
rentec+$12M
gamco+$2M
maverick+$2M
mairs_power+$331K
duquesne+$19K
Who's trimming
fisher-$8M
point72-$9M
gotham-$9M
third_point-$16M
polen-$85M
whale_rock-$93M
millennium-$208M
coatue-$261M
bridgewater-$274M
tiger_global-$319M
capital_group-$391M
two_sigma-$545M
Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.