Which superinvestors hold Lam Research Corp (LRCX)?

Per the latest SEC 13F filings, 4 superinvestors hold Lam Research Corp (LRCX): Ray Dalio, Polen Capital, David Tepper, Daniel Loeb. Combined value held is about $658.8M, with Ray Dalio the largest holder.

Lam Research Corp

Held by 4 superinvestors (LRCX). Valuation data coming soon.

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

TickerLRCX

Holder count4

Total value held$658.8M

Largest holderRay Dalio

External

Ownership overview

Lam Research Corp (LRCX) is held by 4 of the superinvestors tracked on Compounder, with a combined $658.8M in reported 13F value. The largest position belongs to Ray Dalio, where it makes up 1.5% of the portfolio.

Other notable holders by value include Polen Capital (1.6% of its book), David Tepper (1.4% of its book) and Daniel Loeb (0.8% of its book).

Over the latest quarter, 2 of the tracked filers opened a new position in LRCX, 0 added to existing ones, 2 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Superinvestors Holding This Security

Investor	Value	Shares	Weight
Ray Dalio	$335.7M	1,571,229	1.50%
Polen Capital	$225.3M	1,054,495	1.56%
David Tepper	$81.7M	382,500	1.38%
Daniel Loeb	$16.0M	75,000	0.77%

Ray Dalio
Value$335.7MShares1,571,229Weight1.50%
Polen Capital
Value$225.3MShares1,054,495Weight1.56%
David Tepper
Value$81.7MShares382,500Weight1.38%
Daniel Loeb
Value$16.0MShares75,000Weight0.77%

Stock valuation (intrinsic value / DCF) coming soon.

Sources· SEC EDGAR 13F as of 2026-05-15

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