Position history for COATUE MANAGEMENT LLC's holdings in LAM RESEARCH CORP
COATUE MANAGEMENT LLC holds 10M shares of LRCX (LAM RESEARCH CORP), worth $2.1B as of 2026-Q1. The position was increased (+2.4% shares). LRCX represents 7.4% of COATUE MANAGEMENT LLC's portfolio.
Current Value
$2.1B
Current Shares
10M
Total Value Change
+$1.7B
Total Shares Change
+9.6M
Other major holders of LRCX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 | Increased | 4M | +900.0% | $292.3M | 1.0% | $71.50 | 70 |
| 2024-Q3 | Decreased | 404,637 | -11.5% | $330.2M | 1.2% | $81.71 | 0 |
| 2024-Q2 | Increased | 457,443 | +2.9% | $487.1M | 1.9% | $104.88 | 51 |