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Lam Research Corp. 13F holders

Of the 44 funds followed here, 17 reported a position in Lam Research Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 34.5 million shares worth $14.92 billion, 0.8% of its reported book. New this quarter: Altimeter Capital Management, Duquesne Family Office, Baillie Gifford. Sold out: Third Point.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management34,506,240$14.92 billion0.8%-669,686trimmed30 June 202613F
FMR LLC33,677,858$14.59 billion0.6%+103,016added30 June 202613F
Norges Bank18,123,399$7.85 billion0.8%held30 June 202613F
Coatue Management9,441,603$4.09 billion8.4%-601,902trimmed30 June 202613F
Citadel Advisors9,028,775$3.91 billion0.4%+2,824,243added30 June 202613F
Tiger Global Management3,163,495$1.37 billion5.7%-736,944trimmed30 June 202613F
Millennium Management2,677,099$1.16 billion0.4%-479,128trimmed30 June 202613F
Capital Research Global Investors1,702,812$737.8 million0.1%-901,671trimmed30 June 202613F
Bridgewater Associates938,224$406.6 million1.7%-633,005trimmed30 June 202613F
Whale Rock Capital Management742,638$321.8 million2.6%-215,239trimmed30 June 202613F
Altimeter Capital Management394,080$170.8 million1.7%+394,080new30 June 202613F
Appaloosa (Tepper)382,500$165.7 million2.1%no changeheld30 June 202613F
Two Sigma Investments250,752$108.7 million0.1%-1,256,975trimmed30 June 202613F
Point72 Asset Management190,100$82.4 million0.1%-20,813trimmed30 June 202613F
Duquesne Family Office43,600$18.9 million0.4%+43,600new30 June 202613F
Renaissance Technologies31,600$13.7 million0.0%+28,194added30 June 202613F
Baillie Gifford58$25,1330.0%+58new30 June 202613F
Third Point0$00.0%-75,000exited30 June 202613F

Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
30 April 202613GVanguard Capital Management and 1 other93.6 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR

A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
31 August 20265,204$301.90SEC
28 August 20262,613$318.58SEC
19 August 20265,225$327.92SEC
17 August 2026500$332.36SEC
12 August 20262,883$311.41SEC
10 August 2026200$311.35SEC
7 August 202611,765$305.77SEC
6 August 2026962$307.42SEC
4 August 20262,588$294.61SEC
29 July 202639,141$269.61SEC
21 July 2026245$306.76SEC

Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 39,141 on 29 July 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to LRCX by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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