Four prominent hedge funds disclosed combined Lattice Semiconductor positions totaling over $600M in Q2 2026 filings.
Four high-profile hedge funds accumulated positions in Lattice Semiconductor (NASDAQ:LSCC) worth over $600M during Q2 2026, according to regulatory filings. Steve Cohen’s Point72 held $228.2 million in shares, while Daniel Sundheim’s D1 Capital and Dmitry Balyasny’s firm owned stakes valued at $165.8 million and $135 million, respectively.
LSCC reported record Q2 revenue of $201 million, a 62% year-over-year increase, with the CEO stating 2027 is fully booked. Analysts set a $165 price target, though the stock trades at $125, with technical support near $104. Stanley Druckenmiller’s Duquesne Family Office exited its $30 million position, adding a contrarian signal.
The filings, released August 14, 2026, cover holdings as of June 30, 2026. The combined buys reflect bullish sentiment on LSCC’s growth, particularly in AI-driven demand.