Back to Whale Rock Capital Management LLC Whale Rock Capital Management LLC

LRCXLRCX
2 quarters

Position history for Whale Rock Capital Management LLCWhale Rock Capital Management LLC's holdings in LAM RESEARCH CORP COM NEW

Whale Rock Capital Management LLC holds 742,638 shares of LRCX (LAM RESEARCH CORP COM NEW), worth $321.8M as of 2026-Q2. The position was decreased (-22.5% shares). LRCX represents 2.6% of Whale Rock Capital Management LLC's portfolio.

Current Value

$321.8M

Current Shares

742,638

Total Value Change

+$117.1M

Total Shares Change

-215,239

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
742,638
-22.5%
$321.8M2.6%$433.33
0
2026-Q1
New
957,877
-
$204.7M2.6%$217.27
80

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

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