Tiger Global Management’s Lam Research LRCX Stock Holding History

Tiger Global Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37B	Sell	3,163,495 -736,944	-19%	-$224M	5.72%	6
2026 Q1	$833M	Hold	3,900,439	–	–	3.65%	10
2025 Q4	$668M	Sell	3,900,439 -1,359,889	-26%	-$212M	2.25%	15
2025 Q3	$704M	Hold	5,260,328	–	–	2.18%	17
2025 Q2	$512M	Buy	5,260,328 +835,628	+19%	+$66.3M	1.5%	19
2025 Q1	$322M	Buy	4,424,700 +467,000	+12%	+$36.8M	1.21%	27
2024 Q4	$286M	Buy	3,957,700 +425,870	+12%	+$32.3M	1.08%	22
2024 Q3	$288M	Hold	3,531,830	–	–	1.23%	20
2024 Q2	$376M	Hold	3,531,830	–	–	1.74%	14
2024 Q1	$343M	Sell	3,531,830 -498,000	-12%	-$43.8M	1.88%	14
2023 Q4	$316M	Buy	4,029,830 +329,450	+9%	+$22.5M	2.25%	14
2023 Q3	$232M	Buy	3,700,380 +285,100	+8%	+$18.7M	1.71%	15
2023 Q2	$220M	Buy	3,415,280 +2,413,000	+241%	+$136M	1.83%	13
2023 Q1	$53.1M	Buy	+1,002,280	New	+$49.2M	0.48%	28

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiger Global Management's LRCX Position: Q2 2026 in Review

Tiger Global Management reduced its Lam Research (LRCX) stake by 19% in Q2 2026, selling an estimated $224M and leaving 3,163,495 shares worth $1.37B. The position accounts for 5.72% of the portfolio, ranked #6.

Tiger Global Management first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Tiger Global Management held 3,163,495 shares of Lam Research worth $1.37B as of Q2 2026.
Tiger Global Management sold 736,944 Lam Research shares in Q2 2026, an estimated $224M.
Lam Research made up 5.72% of Tiger Global Management's portfolio in Q2 2026, its #6 holding.
Tiger Global Management first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tiger Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.