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LRCX
4 quarters

Position history for Rokos Capital Management LLP's holdings in LAM RESEARCH CORP

Rokos Capital Management LLP holds 259,921 shares of LRCX (LAM RESEARCH CORP), worth $55.5M as of 2026-Q1. The position was increased (+231.2% shares). LRCX represents 0.4% of Rokos Capital Management LLP's portfolio.

Current Value

$55.5M

Current Shares

259,921

Total Value Change

+$26.4M

Total Shares Change

+232,527

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
259,921
+231.2%
$55.5M0.4%$217.27
57
2025-Q4
New
78,481
-
$13.4M0.1%$173.78
39
2024-Q3
Exited
0
-100.0%
$00.0%$81.71
0
2024-Q2
New
27,394
-
$29.1M0.2%$104.88
48

Other major holders of LRCX: BlackRock, Inc., VANGUARD GROUP INC, VANGUARD CAPITAL MANAGEMENT LLC

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