How many shares of LRCX does Appaloosa LP own?

As of 2026-Q2, Appaloosa LP holds 382,500 shares of LRCX (LAM RESEARCH CORP).

What is Appaloosa LP's LRCX position worth?

As of 2026-Q2, Appaloosa LP's LRCX position is worth $165.7M.

Based on available 13F filings, Appaloosa LP first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Position history for APAppaloosa LP's holdings in LAM RESEARCH CORP

Current Value

$165.7M

Current Shares

382,500

Total Value Change

+$75.5M

Total Shares Change

-867,500

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	382,500	0.0%	$165.7M	2.1%	$432.87	0
2026-Q1	Decreased	382,500	-10.0%	$81.7M	1.4%	$213.28	0
2025-Q4	Increased	425,000	+14.9%	$72.8M	1.1%	$170.67	54
2025-Q3	Decreased	370,000	-7.5%	$49.5M	0.7%	$133.28	0
2025-Q2	Decreased	400,000	-20.0%	$38.9M	0.6%	$96.70	0
2025-Q1	Decreased	500,000	-60.0%	$36.4M	0.4%	$72.04	0
2024-Q4	New	1.3M	-	$90.3M	1.4%	$71.36	69