David Einhorn - DME Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    45
Portfolio value:    $3,190,735,190
Holdings Activity Buys Sells    History
Holding/activity history for  Lam Research Corp. (LRCX)
← All LRCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q3 0 0.00 Sell 100.00% 1.69 $6.12–7.74 · VW $7.17i SEC
2015   Q2 16,367,000 1.69 Reduce 1.11% 0.02 $7.38–8.44 · VW $7.84i $133,146,000 SEC
2015   Q1 16,550,000 1.53 Reduce 33.27% 0.88 $6.91–8.45 · VW $7.64i $116,238,000 SEC
2014   Q4 24,800,000 2.66 Reduce 6.06% 0.18 $7.55–8.57 · VW $7.92i $196,763,000 SEC
2014   Q3 26,400,000 2.92 $7.47 $197,208,000 SEC
2014   Q2 26,400,000 2.56 Add 115.49% 1.37 $5.54–7.29 · VW $6.61i $178,411,000 SEC
2014   Q1 12,251,000 1.10 Buy 1.10 $4.84–5.89 · VW $5.50i $67,381,000 SEC
Price snapshot:
Current price$329.92
52-week low$90.44
52-week high$438.50