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Lam Research shares owned by Heard Capital

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Heard Capital from 13F filings

Historical chart of Heard Capital investment in Lam Research

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All positions including Lam Research held by Heard Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research by Heard Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $135M 1.9M 72.23

More positions owned by Heard Capital

TransDigm Group Incorporated (TDG)
American Tower Reit (AMT)
Adobe Systems Incorporated (ADBE)
Blackstone Group Inc Com Cl A (BX)
Fair Isaac Corporation (FICO)
Apollo Global Mgmt (APO)
Lam Research Corp Com New (LRCX)
AeroVironment (AVAV)
American Express Company (AXP)
Moelis & Co Cl A (MC)
Elbit Sys Ord (ESLT)
Palantir Technologies Cl A (PLTR)
Anterix Inc. Atex (ATEX)
Telesat Corp Cl A & Cl B Shs (TSAT)
Prologis (PLD)

View all positions for Heard Capital

Top funds holding Lam Research

BlackRock
Vanguard Group
State Street Corporation
FMR
Ameriprise Financial
Geode Capital Management
Jpmorgan Chase & Co
Norges Bank Investment Management
Morgan Stanley
Fisher Investments
Invesco
Northern Trust
Susquehanna International
Ubs Global Asset Management Americas
Amundi

View all funds holding Lam Research