Question 1

How many shares of LRCX does COATUE MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, COATUE MANAGEMENT LLC holds 9.4M shares of LRCX (LAM RESEARCH CORP).

Question 2

What is COATUE MANAGEMENT LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, COATUE MANAGEMENT LLC's LRCX position is worth $4.1B.

Question 3

Is COATUE MANAGEMENT LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, COATUE MANAGEMENT LLC decreased their LRCX position (-6.0% change in shares).

Question 4

When did COATUE MANAGEMENT LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, COATUE MANAGEMENT LLC first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	9.4M	-6.0%	$4.1B	8.4%	$433.33	0
2026-Q1	Increased	10M	+2.4%	$2.1B	7.4%	$217.27	63
2025-Q4	Decreased	9.8M	-1.5%	$1.7B	4.2%	$173.78	0
2025-Q3	Decreased	10M	-5.3%	$1.3B	3.3%	$130.87	0
2025-Q2	Increased	10.5M	+28.0%	$1B	2.8%	$96.85	68
2025-Q1	Increased	8.2M	+102.9%	$596.8M	2.6%	$72.17	87
2024-Q4	New	4M	—	$292.3M	1.0%	$71.50	60