Back to D1 Capital Partners L.P. D1 Capital Partners L.P.

LRCXLRCX
3 quarters

Position history for D1 Capital Partners L.P.D1 Capital Partners L.P.'s holdings in LAM RESEARCH CORP

No. D1 Capital Partners exited its LRCX (Lam Research) position in Q2 2025. Its Q1 2025 13F listed 403,000 shares worth $29.3M. D1 Capital Partners already held LRCX in its Q4 2024 13F, the earliest on record, and held it in 2 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$30.2M

Total Shares Change

-418,000

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q2
Latest
Exited
0
-100.0%
$00.0%$96.70
0
2025-Q1
Decreased
403,000
-3.6%
$29.3M0.4%$72.04
0
2024-Q4
New
418,000
-
$30.2M0.5%$71.36
57

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

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