+5140.9%
About
A listed company
Lam Research is held by 26 of the portfolios Follow tracks, the largest position being Coatue Management's at 5.4% of its book. The chart draws the held value of the share, dividends and splits counted, and carries the buys and sells of each holder on the days their filings place them.
Ondo Global Markets tokenises it as LRCXon on BNB Chain, so Follow can hold it in an account only you can withdraw from.
Holders
| Portfolio | |||||
|---|---|---|---|---|---|
5.4% | $4.1B | Mar 2018 | Decreased · Jun 30 | -4.1% | |
3.3% | $1.4B | Mar 2023 | Decreased · Jun 30 | -10.2% | |
2.7% | $2.4B | Sep 2019 | Decreased · Jun 30 | +14.7% | |
1.9% | $163.7K | Dec 2015 | Sold · Aug 13 | +15.2% | |
1.9% | $547K | Dec 2015 | Sold · Aug 13 | +21.3% | |
1.8% | $321.8M | Mar 2014 | Decreased · Jun 30 | -2.6% | |
1.3% | $165.7M | Mar 2018 | Decreased · Mar 31 | +0.7% | |
1.1% | $170.8M | Jun 2026 | New position · Jun 30 | -13.2% | |
0.9% | $406.6M | Dec 2014 | Decreased · Jun 30 | +8.6% | |
0.5% | $1.5B | Dec 2014 | New position · Dec 31 | +12.6% | |
0.5% | $627M | Dec 2021 | Increased · Jun 30 | +12.9% | |
0.5% | $327.2M | Mar 2026 | New position · Mar 31 | 0.0% | |
0.4% | $1.5B | Jun 2021 | Increased · Jun 30 | +11.9% | |
0.4% | $1.5B | Dec 2024 | Increased · Dec 31 | +13.8% | |
0.4% | $486M | Jun 2021 | Increased · Jun 30 | +9.4% | |
0.4% | $7.9B | Dec 2024 | Decreased · Jun 30 | +14.8% | |
0.4% | $394.5M | Sep 2013 | Increased · Dec 31 | +12.7% | |
0.3% | $3.2M | Feb 2026 | Sold · Apr 28 | +13.2% | |
0.2% | $18.9M | Sep 2016 | New position · Jun 30 | +27.0% | |
0.1% | $119.9M | Sep 2013 | Increased · Dec 31 | +13.5% | |
0.1% | $32.5K | Feb 2026 | Bought · Feb 3 | +16.9% | |
0.1% | $24.2K | Jan 2025 | Sold · Jan 28 | +12.6% | |
0% | $5.6K | Feb 2020 | Sold · Oct 22 | +7.5% | |
0% | $13.7M | Sep 2014 | Decreased · Mar 31 | +5.2% | |
0% | $1.8M | Mar 2016 | New position · Jun 30 | +15.0% | |
0% | $25.1K | — | — | -10.6% |
Activity
−$1k–$15kTraded Aug 13, 2026Disclosed Sep 2, 2026
−$1k–$15kTraded Aug 13, 2026Disclosed Sep 2, 2026- −$1k–$15kTraded Aug 3, 2026Disclosed Sep 4, 2026
Altimeter CapitalNew position+$171m · 0% → 1.7%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Bridgewater AssociatesDecreased−$274m · 1.5% → 1.7%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
CDPQIncreased+$296m · 0.3% → 0.9%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Coatue ManagementDecreased−$261m · 7.4% → 8.4%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
CPP InvestmentsIncreased+$308m · 0.4% → 0.9%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Duquesne Family OfficeNew position+$18.9m · 0% → 0.4%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Ensign Peak AdvisorsIncreased+$133m · 0.3% → 0.8%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
GMODecreased−$624m · 3.8% → 5.3%Sold Apr 1 – Jun 30, 2026Disclosed Aug 13, 2026
Maverick CapitalNew position+$1.77m · 0% → 0%Bought Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Norway's Oil FundDecreased−$1.37bn · 0.4% → 0.8%Sold Jan 1 – Jun 30, 2026Disclosed Aug 12, 2026
Third PointClosed−$16.0m · 0.8% → 0%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Tiger GlobalDecreased−$319m · 3.6% → 5.7%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026
Whale Rock CapitalDecreased−$93.3m · 2.6% → 2.6%Sold Apr 1 – Jun 30, 2026Disclosed Aug 14, 2026- +$1k–$15kTraded Jun 30, 2026Disclosed Jul 6, 2026
- −$1k–$15kTraded Jun 5, 2026Disclosed Jun 12, 2026
David TaylorSold−$1k–$15kTraded Jun 5, 2026Disclosed Jun 12, 2026
Donald TrumpSold−$1k–$15kTraded Apr 28, 2026Disclosed Jun 30, 2026- −$1k–$15k ×2Traded Apr 27, 2026Disclosed May 7, 2026
- David TaylorSold−$1k–$15k ×2Traded Apr 27, 2026Disclosed May 7, 2026
- Donald TrumpBought+$15k–$50kTraded Apr 15, 2026Disclosed Jun 30, 2026
- Donald TrumpSold−$250k–$500kTraded Apr 9, 2026Disclosed Jun 30, 2026
Appaloosa ManagementDecreased−$9.08m · 1.1% → 1.4%Sold Jan 1 – Mar 31, 2026Disclosed May 15, 2026- Bridgewater AssociatesDecreased−$314m · 1.9% → 1.5%Sold Jan 1 – Mar 31, 2026Disclosed May 15, 2026
- CDPQDecreased−$366m · 0.7% → 0.3%Sold Jan 1 – Mar 31, 2026Disclosed May 14, 2026
- GMODecreased−$521m · 4.1% → 3.8%Sold Jan 1 – Mar 31, 2026Disclosed May 14, 2026
- Maverick CapitalClosed−$108m · 1.2% → 0%Sold Jan 1 – Mar 31, 2026Disclosed May 15, 2026
Renaissance TechnologiesDecreased−$98.2m · 0.1% → 0%Sold Jan 1 – Mar 31, 2026Disclosed May 14, 2026
Temasek HoldingsNew position+$162m · 0% → 0.5%Bought Jan 1 – Mar 31, 2026Disclosed May 12, 2026- Third PointNew position+$16.0m · 0% → 0.8%Bought Jan 1 – Mar 31, 2026Disclosed May 15, 2026
- Whale Rock CapitalNew position+$205m · 0% → 2.6%Bought Jan 1 – Mar 31, 2026Disclosed May 15, 2026
- +$1k–$15kTraded Mar 30, 2026Disclosed Apr 7, 2026
- +$1k–$15kTraded Mar 27, 2026Disclosed Jul 21, 2026
- Donald TrumpBought+$15k–$50kTraded Mar 25, 2026Disclosed May 13, 2026
- Donald TrumpBought+$50k–$100kTraded Mar 23, 2026Disclosed May 13, 2026
- Donald TrumpBought+$1k–$15kTraded Mar 23, 2026Disclosed May 13, 2026
- +$1k–$15kTraded Mar 12, 2026Disclosed Mar 20, 2026
- David TaylorBought+$1k–$15kTraded Mar 12, 2026Disclosed Mar 20, 2026
- Donald TrumpBought+$50k–$100kTraded Mar 12, 2026Disclosed May 13, 2026
- Donald TrumpBought+$50k–$100kTraded Mar 11, 2026Disclosed May 13, 2026
- Donald TrumpSold−$1k–$15kTraded Mar 6, 2026Disclosed May 13, 2026
- Donald TrumpBought+$100k–$250kTraded Mar 2, 2026Disclosed May 13, 2026
- −$1k–$15k ×2Traded Feb 26, 2026Disclosed Mar 6, 2026
- David TaylorSold−$1k–$15k ×2Traded Feb 26, 2026Disclosed Mar 6, 2026
- Donald TrumpBought+$500k–$1mTraded Feb 10, 2026Disclosed May 13, 2026
- +$250k–$500kTraded Feb 9, 2026Disclosed Mar 9, 2026
- +$15k–$50kTraded Feb 5, 2026Disclosed Mar 9, 2026
- +$15k–$50kTraded Feb 3, 2026Disclosed Feb 24, 2026