LRCX
Lam Research Corporation · Technology · Semiconductors
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 185 | +2 | 864.33M | $372.69B | +7 | −6 |
| Q1 2026 | 187 | +3 | 858.08M | $182.68B | +5 | −3 |
| Q4 2025 | 183 | +1 | 943.75M | $161.20B | +2 | n/a |
| Q3 2025 | 25 | +1 | 512.14M | $68.58B | +1 | −1 |
| Q2 2025 | 22 | +1 | 431.40M | $42.00B | +1 | n/a |
| Q1 2025 | 18 | -1 | 148.02M | $10.77B | +1 | −2 |
| Q4 2024 | 19 | +1 | 163.00M | $11.78B | +1 | n/a |
| Q3 2024 | 17 | -2 | 10.47M | $8.54B | n/a | −2 |
| Q2 2024 | 19 | n/a | 11.74M | $12.50B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 3.06M | n/a | $3.25B | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 2 | T. Rowe Price ✦ | 2.48M | n/a | $2.64B | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 3 | Fisher Asset Management ✦ | 1.86M | n/a | $1.98B | 0.9% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 1.81M | n/a | $1.93B | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 591.96K | n/a | $630.35M | 0.6% | n/c | 1 | SEC ↗ |
| 6 | Coatue Management ✦ | 457.44K | n/a | $487.11M | 1.9% | n/c | 1 | SEC ↗ ×4 |
| 7 | Tiger Global Management ✦ | 353.18K | n/a | $376.09M | 1.7% | n/c | 1 | SEC ↗ |
| 8 | Millennium Management ✦ | 210.50K | n/a | $224.15M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 207.69K | n/a | $221.15M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 10 | Two Sigma Investments ✦ | 202.00K | n/a | $215.10M | 0.5% | n/c | 1 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 146.56K | n/a | $156.06M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | Appaloosa ✦ | 109.00K | n/a | $116.07M | 1.9% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 72.92K | n/a | $77.65M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bridgewater Associates ✦ | 66.52K | n/a | $70.83M | 0.4% | n/c | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 45.36K | n/a | $48.30M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 29.12K | n/a | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wellington Management ✦ | 26.50K | n/a | $28.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Gotham Asset Management ✦ | 10.67K | n/a | $11.37M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 600 | n/a | $638,910 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,586 tenedores, 976.87M acciones, $200.48B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 30.00K acc. · $9.58M
Director · 9.56K acc. · $3.01M
Officer · 5.00K acc. · $1.51M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología