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LRCXLRCX
7 quarters

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

Yes. Coatue Management holds 9,441,603 shares of LRCX (Lam Research), worth $4.1B, as of its Q2 2026 13F filing. It reduced the position by 601,902 shares (-6.0%) from Q1 2026. Coatue Management has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 8.4% of Coatue Management's reported 13F 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%$432.87
0
2026-Q1
Increased
10M
+2.4%
$2.1B7.4%$213.28
63
2025-Q4
Decreased
9.8M
-1.5%
$1.7B4.2%$170.67
0
2025-Q3
Decreased
10M
-5.3%
$1.3B3.3%$133.28
0
2025-Q2
Increased
10.5M
+28.0%
$1B2.8%$96.70
68
2025-Q1
Increased
8.2M
+102.9%
$596.8M2.6%$72.04
87
2024-Q4
New
4M
-
$292.3M1.0%$71.36
60

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

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