RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

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LRCX

LAM RESEARCH CORP

Special Industry Machinery, NEC · SIC 3559CIK 707549Held by 29 tracked managersEDGAR filings ↗10-K/10-Q ↗

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27 of 27 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Dorsal Capital Management

Q2 2026Position history →

New+400,000—6.2%$0.17B

Altimeter Capital Management

Q2 2026Position history →

New+394,080—1.7%$0.17B

Palestra Capital Management

Q2 2026Position history →

New+388,886—5.7%$0.17B

Capital World Investors

Q2 2026Position history →

New+259,513—0.01%$0.11B

Duquesne Family Office

Q2 2026Position history →

New+43,600—0.43%$0.02B

Suvretta Capital Management

Q2 2026Position history →

New+4,302—0.04%$<0.01B

Maverick Capital

Q2 2026Position history →

New+4,083—0.02%$<0.01B

Infrastructure Capital Advisors

Q2 2026Position history →

New+1,382—0.05%$<0.01B

Causeway Capital Management

Q2 2026Position history →

New+816—<0.01%$<0.01B

Q2 2026Position history →

New+765—<0.01%$<0.01B

Fairview Capital Investment Management

Q2 2026Position history →

New+610—0.01%$<0.01B

Adage Capital Management

Q2 2026Position history →

Add+27,600+2.4%0.72%$0.51B

Sands Capital Management

Q2 2026Position history →

Add+378,743+50.1%1.8%$0.49B

Holocene Advisors

Q2 2026Position history →

Add+226,943+250.2%0.32%$0.14B

Renaissance Technologies

Q2 2026Position history →

Add+28,194+827.8%0.02%$0.01B

Q2 2026Position history →

Add+83+0.7%0.02%$0.01B

Glynn Capital Management

Q2 2026Position history →

Add+14+22.2%0.01%$<0.01B

Coatue Management

Q2 2026Position history →

Trim(601,902)(6.0%)8.4%$4.09B

Tiger Global Management

Q2 2026Position history →

Trim(736,944)(18.9%)5.7%$1.37B

Capital Research Global Investors

Q2 2026Position history →

Trim(901,671)(34.6%)0.10%$0.74B

Bridgewater Associates

Q2 2026Position history →

Trim(633,005)(40.3%)1.7%$0.41B

Polen Capital Management

Q2 2026Position history →

Trim(195,459)(18.5%)3.2%$0.37B

Whale Rock Capital Management

Q2 2026Position history →

Trim(215,239)(22.5%)2.6%$0.32B

Fuller & Thaler Asset Management

Q2 2026Position history →

Trim(34,896)(22.0%)0.15%$0.05B

Motley Fool Asset Management

Q2 2026Position history →

Trim(36,584)(28.1%)1.6%$0.04B

Summit Street Capital Management

Q2 2026Position history →

Trim(51,053)(50.3%)3.1%$0.02B

Q2 2026Position history →

Exit(75,000)(100.0%)exited$0.02B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.