Back to LRCX
COATUE MANAGEMENT LLC LRCX Position History
Lam Research Corporation • Technology
Quarters held
70
Latest value
$216M
Q2 2026
Peak value
$2.1B
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $1.1M |
| Q1 2023 | $113.3M |
| Q1 2023 | $324.3M |
| Q2 2023 | $118.3M |
| Q2 2023 | $2.2M |
| Q2 2023 | $393.3M |
| Q3 2023 | $110.7M |
| Q3 2023 | $329.5M |
| Q3 2023 | $5.8M |
| Q4 2023 | $208.1M |
| Q4 2023 | $187M |
| Q4 2023 | $138.4M |
| Q1 2024 | $28.5M |
| Q1 2024 | $5.9M |
| Q1 2024 | $328.8M |
| Q1 2024 | $67.9M |
| Q1 2024 | $822K |
| Q2 2024 | $2.9M |
| Q2 2024 | $41.7M |
| Q2 2024 | $434.7M |
| Q2 2024 | $7.8M |
| Q3 2024 | $330.2M |
| Q4 2024 | $292.3M |
| Q1 2025 | $46.4M |
| Q1 2025 | $11M |
| Q1 2025 | $106M |
| Q1 2025 | $32.1M |
| Q1 2025 | $9.2M |
| Q1 2025 | $392.2M |
| Q2 2025 | $22.1M |
| Q2 2025 | $18.5M |
| Q2 2025 | $621.6M |
| Q2 2025 | $219.3M |
| Q2 2025 | $98.7M |
| Q2 2025 | $42.6M |
| Q3 2025 | $642.8M |
| Q3 2025 | $80.4M |
| Q3 2025 | $57.8M |
| Q3 2025 | $339M |
| Q3 2025 | $21.3M |
| Q3 2025 | $166.1M |
| Q3 2025 | $25.4M |
| Q4 2025 | $18M |
| Q4 2025 | $14.6M |
| Q4 2025 | $420.5M |
| Q4 2025 | $821.8M |
| Q4 2025 | $236.3M |
| Q4 2025 | $65.1M |
| Q4 2025 | $102.2M |
| Q4 2025 | $18M |
| Q4 2025 | $14.6M |
| Q4 2025 | $420.5M |
| Q4 2025 | $821.8M |
| Q4 2025 | $236.3M |
| Q4 2025 | $65.1M |
| Q4 2025 | $102.2M |
| Q1 2026 | $1B |
| Q1 2026 | $154.8M |
| Q1 2026 | $89M |
| Q1 2026 | $540.8M |
| Q1 2026 | $19.4M |
| Q1 2026 | $295M |
| Q1 2026 | $21.2M |
| Q2 2026 | $2.1B |
| Q2 2026 | $73.4M |
| Q2 2026 | $1.1B |
| Q2 2026 | $25.9M |
| Q2 2026 | $598.2M |
| Q2 2026 | $18.4M |
| Q2 2026 | $216M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $216M | 498.4K | — | — |
| Q2 2026 | $18.4M | 42.4K | — | — |
| Q2 2026 | $598.2M | 1.38M | — | — |
| Q2 2026 | $25.9M | 59.8K | — | — |
| Q2 2026 | $1.1B | 2.49M | — | — |
| Q2 2026 | $73.4M | 169.4K | — | — |
| Q2 2026 | $2.1B | 4.80M | — | — |
| Q1 2026 | $21.2M | 99.4K | — | — |
| Q1 2026 | $295M | 1.38M | — | — |
| Q1 2026 | $19.4M | 90.8K | — | — |
| Q1 2026 | $540.8M | 2.53M | — | — |
| Q1 2026 | $89M | 416.4K | — | — |
| Q1 2026 | $154.8M | 724.4K | — | — |
| Q1 2026 | $1B | 4.80M | — | — |
| Q4 2025 | $102.2M | 596.9K | — | — |
| Q4 2025 | $65.1M | 380.3K | — | — |
| Q4 2025 | $236.3M | 1.38M | — | — |
| Q4 2025 | $821.8M | 4.80M | — | — |
| Q4 2025 | $420.5M | 2.46M | — | — |
| Q4 2025 | $14.6M | 85.5K | — | — |
| Q4 2025 | $18M | 105.3K | — | — |
| Q4 2025 | $102.2M | 596.9K | — | — |
| Q4 2025 | $65.1M | 380.3K | — | — |
| Q4 2025 | $236.3M | 1.38M | — | — |
| Q4 2025 | $821.8M | 4.80M | — | — |
| Q4 2025 | $420.5M | 2.46M | — | — |
| Q4 2025 | $14.6M | 85.5K | — | — |
| Q4 2025 | $18M | 105.3K | — | — |
| Q3 2025 | $25.4M | 190.1K | — | — |
| Q3 2025 | $166.1M | 1.24M | — | — |
| Q3 2025 | $21.3M | 158.8K | — | — |
| Q3 2025 | $339M | 2.53M | — | — |
| Q3 2025 | $57.8M | 431.5K | — | — |
| Q3 2025 | $80.4M | 600.5K | — | — |
| Q3 2025 | $642.8M | 4.80M | — | — |
| Q2 2025 | $42.6M | 437.7K | — | — |
| Q2 2025 | $98.7M | 1.01M | — | — |
| Q2 2025 | $219.3M | 2.25M | — | — |
| Q2 2025 | $621.6M | 6.39M | — | — |
| Q2 2025 | $18.5M | 189.7K | — | — |
| Q2 2025 | $22.1M | 227.0K | — | — |
| Q1 2025 | $392.2M | 5.39M | — | — |
| Q1 2025 | $9.2M | 126.6K | — | — |
| Q1 2025 | $32.1M | 441.1K | — | — |
| Q1 2025 | $106M | 1.46M | — | — |
| Q1 2025 | $11M | 150.8K | — | — |
| Q1 2025 | $46.4M | 638.6K | — | — |
| Q4 2024 | $292.3M | 4.05M | — | — |
| Q3 2024 | $330.2M | 404.6K | — | — |
| Q2 2024 | $7.8M | 7.3K | — | — |
| Q2 2024 | $434.7M | 408.3K | — | — |
| Q2 2024 | $41.7M | 39.2K | — | — |
| Q2 2024 | $2.9M | 2.7K | — | — |
| Q1 2024 | $822K | 846 | — | — |
| Q1 2024 | $67.9M | 69.8K | — | — |
| Q1 2024 | $328.8M | 338.4K | — | — |
| Q1 2024 | $5.9M | 6.0K | — | — |
| Q1 2024 | $28.5M | 29.4K | — | — |
| Q4 2023 | $138.4M | 176.7K | — | — |
| Q4 2023 | $187M | 238.8K | — | — |
| Q4 2023 | $208.1M | 265.7K | — | — |
| Q3 2023 | $5.8M | 9.3K | — | — |
| Q3 2023 | $329.5M | 525.7K | — | — |
| Q3 2023 | $110.7M | 176.7K | — | — |
| Q2 2023 | $393.3M | 611.7K | — | — |
| Q2 2023 | $2.2M | 3.5K | — | — |
| Q2 2023 | $118.3M | 184.1K | — | — |
| Q1 2023 | $324.3M | 611.7K | — | — |
| Q1 2023 | $113.3M | 213.7K | — | — |
| Q1 2023 | $1.1M | 2.1K | — | — |
Other funds holding LRCX
$26.3B
$26.3B
$20.3B
$15.9B
$12.7B
$12.1B
$11.8B
$10.2B