SEC 13F Intelligence

Two Sigma Advisers, LP / LRCX

Two Sigma Advisers, LP’s Lam Research Corp Position

Does Two Sigma Advisers, LP own Lam Research Corp (LRCX)? Not currently — the last reported position was 1.68M shares worth $288M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$288M
Q4 2025
Shares
1.68M
% of Portfolio
+0.56%
Quarters Held
5
position exited

Position History LRCX

Reported value by quarter
Q4 ’24: $281MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $33MQ2 ’25Q3 ’25: $176MQ3 ’25Q4 ’25: $288MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.68M$288M+0.56%
Q3 20251.32M$176M+0.35%
Q2 2025343.4K$33M+0.07%
Q1 2025154.2K$11M+0.03%
Q4 20243.89M$281M+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Advisers, LP’s full portfolio or all institutional holders of LRCX.