LRCX
Quarter 2026Q1 · LAM RESEARCH CORP · CUSIP 512807306
Size · Holdings
$7.7B
#85 · 19 Holders
Total market value held across tracked managers.
Force · Net Flow
-$5.4B
#9222 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
-6
5▲ 11▼ · 4 New
Net-buying groups minus net-selling groups (related filers count once).
Who's adding
polen+$225M
whale_rock+$205M
two_sigma+$52M
third_point+$16M
gamco+$680K
Who's trimming
davis-$2M
appaloosa-$9M
millennium-$28M
aqr-$54M
point72-$54M
rentec-$98M
maverick-$108M
marshall_wace-$203M
bridgewater-$314M
citadel-$1.4B
norges-$3.6B
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.