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LRCXLRCX
7 quarters

Position history for COATUE MANAGEMENT LLCCOATUE MANAGEMENT LLC's holdings in LAM RESEARCH CORP COM NEW

COATUE MANAGEMENT LLC holds 9.4M shares of LRCX (LAM RESEARCH CORP COM NEW), worth $4.1B as of 2026-Q2. The position was decreased (-6.0% shares). LRCX represents 8.4% of COATUE MANAGEMENT LLC's portfolio.

Current Value

$4.1B

Current Shares

9.4M

Total Value Change

+$3.8B

Total Shares Change

+5.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9.4M
-6.0%
$4.1B8.4%$433.33
0
2026-Q1
Increased
10M
+2.4%
$2.1B7.4%$217.27
63
2025-Q4
Decreased
9.8M
-1.5%
$1.7B4.2%$173.78
0
2025-Q3
Decreased
10M
-5.3%
$1.3B3.3%$130.87
0
2025-Q2
Increased
10.5M
+28.0%
$1B2.8%$96.85
68
2025-Q1
Increased
8.2M
+102.9%
$596.8M2.6%$72.17
87
2024-Q4
New
4M
-
$292.3M1.0%$71.50
60

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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