DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in LRCX — Lam Research Corp
CIK 1389507
SOUTH NORWALK, CT
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,979,451
-$61,694,647 QoQ
Shares Held
4,568
-98.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,499
of 3,103 holders
Holding Since
Mar 2022
4 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, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $1,979,451 across 1 Semiconductor Equipment & Materials name. LRCX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,568 | $1,979,451 |
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,451 | 4,568 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,674,098 | 298,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,002,242 | 151,900 | Shares | Sole | 2026-02-17 | |
| 2022-03-31 | $4,237,979 | 7,883 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||