Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,145,895,275
+$467,378,663 QoQ
Shares Held
10,043,505
+2.4% QoQ
Ownership
0.803%
of shares outstanding
% of Portfolio
7.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026COATUE MANAGEMENT LLC holds $4,595,118,986 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (46.7% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,145,895,275 | 10,043,505 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,678,516,612 | 9,805,565 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,332,906,474 | 9,954,492 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,022,799,268 | 10,507,492 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $596,835,663 | 8,209,569 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $292,269,305 | 4,046,370 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||