6 hedge funds and family offices disclose a LRCX position in their latest SEC 13F filing — combined $1.20B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 3,900,439 | $667.7M | 2.25% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 938,224 | $406.6M | 1.67% | 2026-06-30 |
| 3 | Lee Ainslie | Maverick Capital Ltd | 633,084 | $108.4M | 1.16% | 2025-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 43,600 | $18.9M | 0.36% | 2026-06-30 |
| 5 | Christopher Davis | Davis Selected Advisers, LP | 2,780 | $1.2M | 0.01% | 2026-06-30 |
| 6 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 499 | $85K | 0.01% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold LRCX. The largest disclosed position is Chase Coleman at $667.7M (2.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LRCX, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
6 hedge funds and family offices disclose a LRCX position in their latest SEC 13F filing — combined $1.20B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 3,900,439 | $667.7M | 2.25% | 2025-12-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 938,224 | $406.6M | 1.67% | 2026-06-30 |
| 3 | Lee Ainslie | Maverick Capital Ltd | 633,084 | $108.4M | 1.16% | 2025-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 43,600 | $18.9M | 0.36% | 2026-06-30 |
| 5 | Christopher Davis | Davis Selected Advisers, LP | 2,780 | $1.2M | 0.01% | 2026-06-30 |
| 6 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 499 | $85K | 0.01% | 2025-12-31 |
As of the latest 13F window, 6 tracked superinvestors hold LRCX. The largest disclosed position is Chase Coleman at $667.7M (2.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LRCX, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
