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Lam Research Corporation · Technology · Semiconductors
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 187 | +2 | 874.55M | $376.63B | +7 | −4 |
| Q1 2026 | 187 | +3 | 858.08M | $182.68B | +5 | −3 |
| Q4 2025 | 183 | +1 | 943.75M | $161.20B | +2 | — |
| Q3 2025 | 25 | +1 | 512.14M | $68.58B | +1 | −1 |
| Q2 2025 | 22 | +1 | 431.40M | $42.00B | +1 | — |
| Q1 2025 | 18 | -1 | 148.02M | $10.77B | +1 | −2 |
| Q4 2024 | 19 | +1 | 163.00M | $11.78B | +1 | — |
| Q3 2024 | 17 | -2 | 10.47M | $8.54B | — | −2 |
| Q2 2024 | 19 | — | 11.74M | $12.50B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passiv) | 3.06M | — | $3.25B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passiv) | 3.06M | — | $3.25B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 2.48M | — | $2.64B | 0.3% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 2.48M | — | $2.64B | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 1.86M | — | $1.98B | 0.9% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (passiv) | 1.81M | — | $1.93B | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 591.96K | — | $630.35M | 0.6% | n/c | 1 | SEC ↗ |
| 8 | Coatue Management ✦ | 457.44K | — | $487.11M | 1.9% | n/c | 1 | SEC ↗ |
| 9 | Coatue Management ✦ | 457.44K | — | $487.11M | 1.9% | n/c | 1 | SEC ↗ |
| 10 | Coatue Management ✦ | 457.44K | — | $487.11M | 1.9% | n/c | 1 | SEC ↗ |
| 11 | Coatue Management ✦ | 457.44K | — | $487.11M | 1.9% | n/c | 1 | SEC ↗ |
| 12 | Tiger Global Management ✦ | 353.18K | — | $376.09M | 1.7% | n/c | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 210.50K | — | $224.15M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 207.69K | — | $221.15M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 207.69K | — | $221.15M | 0.3% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 207.69K | — | $221.15M | 0.3% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 207.69K | — | $221.15M | 0.3% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 207.69K | — | $221.15M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 202.00K | — | $215.10M | 0.5% | n/c | 1 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 146.56K | — | $156.06M | 0.3% | n/c | 1 | SEC ↗ |
| 21 | Appaloosa ✦ | 109.00K | — | $116.07M | 1.9% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 72.92K | — | $77.65M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 72.92K | — | $77.65M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 66.52K | — | $70.83M | 0.4% | n/c | 1 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 45.36K | — | $48.30M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 29.12K | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 29.12K | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wellington Management ✦ | 26.50K | — | $28.22M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wellington Management ✦ | 26.50K | — | $28.22M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Wellington Management ✦ | 26.50K | — | $28.22M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wellington Management ✦ | 26.50K | — | $28.22M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 10.67K | — | $11.37M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Marshall Wace ✦ | 600 | — | $638,910 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 2,586 Inhaber, 976.87M Anteile, $200.48B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.