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LRCX
Lam Research Corporation · Technology · Semiconductors
22Détenteurs suivis
+1Δ détenteurs
431.40MActions détenues
$42.00BValeur déclarée
+1Nouvelles positions
−0Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +4.8% ·
flux d'actions +1.2% ·
nouvelles positions nettes +4.5%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q2 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 130.61M | — | $12.71B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 130.61M | — | $12.71B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 130.61M | — | $12.71B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 130.61M | — | $12.71B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 130.61M | — | $12.71B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passif) | 130.61M | — | $12.71B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passif) | 122.20M | — | $11.90B | 0.2% | n/c | 1 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passif) | 59.55M | +1.1% | $5.81B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passif) | 33.80M | +3.5% | $3.28B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passif) | 33.80M | +3.5% | $3.28B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 25.65M | — | $2.50B | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 25.65M | — | $2.50B | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 25.65M | — | $2.50B | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 25.65M | — | $2.50B | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 25.65M | — | $2.50B | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 25.65M | — | $2.50B | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Norges Bank ✦ (passif) | 19.46M | -1.6% | $1.89B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 40 | Coatue Management ✦ | 10.51M | +28.0% | $1.02B | 2.8% | ▲ Add | 5 | SEC ↗ |
| 41 | Coatue Management ✦ | 10.51M | +28.0% | $1.02B | 2.8% | ▲ Add | 5 | SEC ↗ |
| 42 | Coatue Management ✦ | 10.51M | +28.0% | $1.02B | 2.8% | ▲ Add | 5 | SEC ↗ |
| 43 | Coatue Management ✦ | 10.51M | +28.0% | $1.02B | 2.8% | ▲ Add | 5 | SEC ↗ |
| 44 | Coatue Management ✦ | 10.51M | +28.0% | $1.02B | 2.8% | ▲ Add | 5 | SEC ↗ |
| 45 | Coatue Management ✦ | 10.51M | +28.0% | $1.02B | 2.8% | ▲ Add | 5 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 6.88M | +19.9% | $669.69M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 6.88M | +19.9% | $669.69M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 6.37M | -4.3% | $619.99M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 6.37M | -4.3% | $619.99M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 50 | Tiger Global Management ✦ | 5.26M | +18.9% | $512.04M | 1.5% | ▲ Add | 5 | SEC ↗ |
| 51 | Millennium Management ✦ | 1.94M | -10.3% | $188.74M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 52 | Bridgewater Associates ✦ | 1.64M | -16.4% | $159.52M | 0.6% | ▼ Trim | 5 | SEC ↗ |
| 53 | Marshall Wace ✦ | 1.50M | +77.5% | $146.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 54 | Marshall Wace ✦ | 1.50M | +77.5% | $146.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 1.48M | +63.6% | $144.05M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 62 | Adage Capital Partners ✦ | 1.41M | -0.3% | $137.05M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 63 | Arrowstreet Capital ✦ | 1.29M | Nouveau | $125.27M | 0.1% | New | 1 | SEC ↗ |
| 64 | Wellington Management ✦ | 460.49K | -79.8% | $44.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | Wellington Management ✦ | 460.49K | -79.8% | $44.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | Wellington Management ✦ | 460.49K | -79.8% | $44.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 67 | Wellington Management ✦ | 460.49K | -79.8% | $44.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 68 | Wellington Management ✦ | 460.49K | -79.8% | $44.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 69 | Fisher Asset Management ✦ | 449.51K | -51.1% | $43.76M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | Appaloosa ✦ | 400.00K | -20.0% | $38.94M | 0.6% | ▼ Trim | 5 | SEC ↗ |
| 71 | Two Sigma Investments ✦ | 303.89K | +18.4% | $29.58M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 165.81K | -44.9% | $16.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | D. E. Shaw & Co. ✦ | 165.81K | -44.9% | $16.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Gotham Asset Management ✦ | 67.53K | -24.3% | $6.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Arrowstreet Capital | $125.27M | 0.1% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2,586 détenteurs, 976.87M actions, $200.48B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q2 2025 ·
Méthodologie ·
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