Held by 7 tracked superinvestors.
See LRCX insider (officer/director) trading →Chase Coleman
Tiger Global Management · as of 2026-06-30
$1,370,837,288
3,163,495 shares
Polen Capital Management
Polen Capital Management · as of 2026-06-30
$372,246,307
859,036 shares
David Tepper
Appaloosa Management · as of 2026-06-30
$165,748,725
382,500 shares
Lee Ainslie
Maverick Capital · as of 2026-06-30
$1,769,286
4,083 shares
Sarah Ketterer
Causeway Capital Management · as of 2026-06-30
$353,597
816 shares
Mairs & Power Funds
Mairs & Power Funds · as of 2026-06-30
$331,497
765 shares
Steven Check
Check Capital Management · as of 2026-06-30
$216,665
500 shares
Steven Check
2026-06-30 · 0.0% of portfolio
Sarah Ketterer
2026-06-30 · 0.0% of portfolio
Polen Capital Management
2026-06-30 · 3.2% of portfolio
Mairs & Power Funds
2026-06-30 · 0.0% of portfolio
Lee Ainslie
2026-06-30 · 0.0% of portfolio
Daniel Loeb
2026-06-30 · 0.6% of portfolio
Chase Coleman
2026-06-30 · 5.7% of portfolio
David Tepper
2026-03-31 · 1.4% of portfolio
Triple Frond Partners
2026-03-31 · 7.1% of portfolio
Polen Capital Management
2026-03-31 · 1.5% of portfolio
Lee Ainslie
2026-03-31 · 1.2% of portfolio
Daniel Loeb
2026-03-31 · 0.6% of portfolio
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