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$LRCX · LAM RESEARCH CORP

Semiconductor wafer-fabrication equipment

5 tracked filer(s) hold this · 1 opened, 0 added, 3 trimmed in 31-MAR-2026

Aggregate 13FScore 55 — mean of 5 scored holder(s) · buyers (new/add) avg 39. Higher = the smart money in this name has the better track record.

Filer	13FScore	This quarter	Shares	Value	% of their book
Daniel Loeb / Third Point	39	New buy	75,000	$16,024,500	0.8%
Ancora	38	Holds (flat)	4,353	$930,051	0.0%
Bridgewater	49	Trimmed -48%	1,571,229	$335,708,788	1.5%
David Tepper / Appaloosa	93	Trimmed -10%	382,500	$81,724,950	1.4%
Louis Bacon / Moore	55	Trimmed -48%	30,827	$6,586,497	0.1%

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-06-27.