LAM RESEARCH CORP

01

Coatue Management LLC Philippe Laffont

7.39% ↑ +3.2pp

α +34.1pts

02

Winmill & Co. Inc.

6.87% ↑ +1.9pp

α +11.8pts

03

Vista Investment Partners LLC

3.24% ↑ +0.5pp

α +10.8pts

04

Platinum Investment Management Ltd.

2.50% NEW

α +25.6pts

05

Eventide Asset Management, LLC

2.42% NEW

α +22.5pts

06

Erste Asset Management GmbH

1.67% NEW

α +33.4pts

07

Wincap Financial LLC

1.61% ↑ +1.2pp

α +14.0pts

08

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

1.34% NEW

α +13.4pts

09

Linscomb Wealth, Inc.

1.07% NEW

α +32.6pts

10

Triasima Portfolio Management inc.

0.93% held

α +15.7pts

11

Hel Ved Capital Management Ltd

0.84% held

α +36.9pts

12

Cypress Capital Group

0.83% NEW

α +12.6pts

13

Terra Nova Asset Management LLC

0.68% NEW

α +11.1pts

14

Capital Markets Trading UK LLP

0.62% NEW

α +19.5pts

15

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.60% NEW

α +27.5pts

16

Pittenger & Anderson Inc.

0.57% NEW

α +21.3pts

17

Connor, Clark & Lunn Investment Management Ltd.

0.54% held

α +12.3pts

18

Voloridge Investment Management, LLC

0.52% NEW

α +15.5pts

19

Rokos Capital Management LLP

0.50% held

α +12.2pts

20

Banco Santander, S.A.

0.46% held

α +12.6pts

21

Svb Wealth LLC

0.42% held

α +29.6pts

22

Level Financial Advisors

0.39% held

α +30.9pts

23

Johnson Financial Group, Inc.

0.38% held

α +14.7pts

24

Scopia Capital Management LP

0.38% NEW

α +10.2pts

25

Citigroup Inc.

0.38% ↓ 4.0pp

α +26.3pts

26

Central Asset Investments & Management Holdings (HK) Ltd

0.38% NEW

α +14.3pts

27

Nisa Investment Advisors, LLC

0.33% held

α +16.6pts

28

Venture Visionary Partners LLC

0.32% NEW

α +10.3pts

29

Oak Grove Capital LLC

0.30% NEW

α +23.3pts

30

Independent Solutions Wealth Management, LLC

0.30% NEW

α +19.1pts

31

TABR Capital Management, LLC

0.27% NEW

α +13.6pts

32

New Age Alpha Advisors, LLC

0.25% NEW

α +10.8pts

33

TRUE Private Wealth Advisors

0.19% held

α +23.4pts

34

WINTON GROUP Ltd

0.17% NEW

α +27.0pts

35

Principal Securities, Inc.

0.15% held

α +21.3pts

36

Aigen Investment Management, LP

0.15% NEW

α +50.5pts

37

Cornerstone Management, Inc.

0.14% NEW

α +12.4pts

38

Oxford Asset Management LLP

0.14% NEW

α +10.3pts

39

Fulton Bank, N.a.

0.13% NEW

α +23.8pts

40

Banque Pictet & Cie SA

0.13% NEW

α +10.3pts

41

Seldon Capital LP

0.12% NEW

α +20.5pts

42

CV Advisors LLC

0.12% held

α +29.1pts

43

Echo45 Advisors LLC

0.12% NEW

α +17.2pts

44

Legacy Wealth Management, LLC / MS

0.11% NEW

α +14.9pts

45

Shufro Rose & Co. LLC

0.10% held

α +32.3pts

46

Costello Asset Management, INC

0.08% held

α +14.3pts

47

Fiduciary Alliance LLC

0.06% held

α +16.8pts

48

Walkner Condon Financial Advisors LLC

0.06% held

α +23.7pts

49

RFG Advisory, LLC

0.06% held

α +16.2pts

50

Choate Investment Advisors

0.05% held

α +13.8pts

51

Quarry LP

0.05% held

α +10.6pts

52

Impact Partnership Wealth, LLC

0.04% held

α +10.3pts

53

Stelac Advisory Services LLC

0.03% ↓ 1.0pp

α +13.4pts

54

Wellington Management Group LLP

0.01% held

α +10.5pts

55

Bradley Foster & Sargent INC

0.01% held

α +11.1pts

56

Corsicana & Co.

0.01% held

α +20.0pts

57

Knightsbridge Asset Management, LLC

0.00% held

α +24.2pts