Back to LRCX
Appaloosa LP LRCX Position History
Lam Research Corporation • Technology
Quarters held
13
Latest value
$165.7M
Q2 2026
Peak value
$165.7M
First seen
Q2 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2023 | $77.1M |
| Q3 2023 | $75.2M |
| Q4 2023 | $92.4M |
| Q1 2024 | $111.7M |
| Q2 2024 | $116.1M |
| Q3 2024 | $81.6M |
| Q4 2024 | $90.3M |
| Q1 2025 | $36.4M |
| Q2 2025 | $38.9M |
| Q3 2025 | $49.5M |
| Q4 2025 | $72.8M |
| Q1 2026 | $81.7M |
| Q2 2026 | $165.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| 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 | — | — |
Other funds holding LRCX
$26.3B
$26.3B
$20.3B
$15.9B
$12.7B
$12.1B
$11.8B
$10.2B