Skip to main content
Equibles

COATUE MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1135730 New York, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,091,329,825
+$1,945,434,550 QoQ
Shares Held
9,441,603
-6.0% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
8.41%
of 13F equity value
Holder Rank
#22
of 3,126 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

COATUE MANAGEMENT LLC holds $7,725,370,513 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (53.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		9,441,603 $4,091,329,825
2 AMAT
Applied Materials Inc /De
 4,213,483 $3,046,348,209
3 ASML
Asml Holding NV
 295,406 $587,692,479

All Filings in LRCX

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,091,329,825 9,441,603
2026-03-31 $2,145,895,275 10,043,505
2025-09-30 $1,332,906,474 9,954,492
2025-06-30 $1,022,799,268 10,507,492
2025-03-31 $596,835,663 8,209,569
2024-12-31 $292,269,305 4,046,370
2024-09-30 $330,216,162 404,637
2024-06-30 $487,108,176 457,443
2024-03-31 $431,878,408 444,516
2023-12-31 $533,489,350 681,114
2023-09-30 $446,047,763 711,661
2023-06-30 $513,818,067 799,269
2023-03-31 $438,699,215 827,547
2022-12-31 $202,029,803 480,680
2022-09-30 $177,616,506 485,291
2021-12-31 $618,486,978 860,025
2021-09-30 $232,139,778 407,871
2021-06-30 $377,027,943 579,419
2020-12-31 $449,692,186 952,193
2020-09-30 $315,890,027 952,193
2020-06-30 $308,002,492 952,212
2020-03-31 $120,653,040 502,721