Back to Altimeter Capital Management, LP Altimeter Capital Management, LP

LRCXLRCX
1 quarters

Position history for Altimeter Capital Management, LPAltimeter Capital Management, LP's holdings in LAM RESEARCH CORP

Yes. Altimeter Capital holds 394,080 shares of LRCX (Lam Research), worth $170.8M, as of its Q2 2026 13F filing. It opened the position in Q2 2026. LRCX is 1.7% of Altimeter Capital's reported 13F portfolio.

Current Value

$170.8M

Current Shares

394,080

Total Value Change

$0

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
394,080
-
$170.8M1.7%$432.87
72

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

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