Back to David Tepper
David Tepper → LRCX via Appaloosa LP
David Tepper LRCX Position History
Lam Research Corporation • Technology
Quarters held
13
Latest value
$165.7M
Q2 2026
Peak value
$165.7M
First seen
Q2 2023
Quarter-by-quarter history
Every disclosed snapshot
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $165.7M | 382.5K | — | — |
| Q1 2026 | $81.7M | 382.5K | — | — |
| Q4 2025 | $72.8M | 425.0K | — | — |
| Q3 2025 | $49.5M | 370.0K | — | — |
| Q2 2025 | $38.9M | 400.0K | — | — |
| Q1 2025 | $36.4M | 500.0K | — | — |
| Q4 2024 | $90.3M | 1.25M | — | — |
| Q3 2024 | $81.6M | 100.0K | — | — |
| Q2 2024 | $116.1M | 109.0K | — | — |
| Q1 2024 | $111.7M | 115.0K | — | — |
| Q4 2023 | $92.4M | 118.0K | — | — |
| Q3 2023 | $75.2M | 120.0K | — | — |
| Q2 2023 | $77.1M | 120.0K | — | — |