Question 1

How many shares of LRCX does D1 Capital Partners L.P. own?

Accepted Answer

D1 Capital Partners L.P. previously held 0 shares of LRCX (LAM RESEARCH CORP COM NEW) before exiting the position in 2025-Q2.

Question 2

What is D1 Capital Partners L.P.'s LRCX position worth?

Accepted Answer

D1 Capital Partners L.P.'s LRCX position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is D1 Capital Partners L.P. buying or selling LRCX?

Accepted Answer

In 2025-Q2, D1 Capital Partners L.P. exited their LRCX position entirely (-100.0% change in shares).

Question 4

When did D1 Capital Partners L.P. first buy LRCX?

Accepted Answer

Based on available 13F filings, D1 Capital Partners L.P. first reported a position in LRCX in 2024-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$96.85	0
2025-Q1	Decreased	403,000	-3.6%	$29.3M	0.4%	$72.17	0
2024-Q4	New	418,000	—	$30.2M	0.5%	$71.50	57