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Equibles

JANE STREET GROUP, LLC

Position in LRCX — Lam Research Corp

CIK 1595888 NEW YORK, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$484,723,803
+$335,259,233 QoQ
Shares Held
1,118,602
+59.9% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#107
of 3,120 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Jun 30, 2026
CallValue
$1,423,272,385
CallShares
3,284,500
PutValue
$2,652,716,261
PutShares
6,121,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

JANE STREET GROUP, LLC holds $2,249,113,515 across 23 Semiconductor Equipment & Materials names. LRCX ranks #1 (21.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		1,118,602 $484,723,803
2 Q
Qnity Electronics, Inc.
 2,508,359 $409,640,108
3 AXTI
Axt Inc
 3,527,115 $254,234,448
4 AMAT
Applied Materials Inc /De
 348,550 $252,001,650
5 TER
Teradyne, Inc
 518,639 $250,938,293
6 FORM
Formfactor Inc
 1,309,873 $209,487,988
7 CAMT
Camtek Ltd
 895,030 $145,997,293
8 AEHR
Aehr Test Systems
 753,523 $72,383,418

All Filings in LRCX

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,423,272,385 3,284,500
2026-06-30 $2,652,716,261 6,121,700
2026-06-30 $484,723,803 1,118,602
2026-03-31 $602,820,324 2,821,400
2026-03-31 $480,179,484 2,247,400
2026-03-31 $149,464,570 699,544
2025-12-31 $16,131,830 94,239
2025-12-31 $565,612,956 3,304,200
2025-12-31 $324,591,516 1,896,200
2025-09-30 $229,611,720 1,714,800
2025-09-30 $357,995,040 2,673,600
2025-09-30 $191,662,049 1,431,382
2025-06-30 $89,182,908 916,200
2025-06-30 $2,223,245 22,840
2025-06-30 $128,897,628 1,324,200
2025-03-31 $128,228,260 1,763,800
2025-03-31 $76,814,820 1,056,600
2025-03-31 $124,205,114 1,708,461
2024-12-31 $89,168,801 1,234,512
2024-12-31 $41,142,208 569,600
2024-12-31 $119,049,486 1,648,200
2024-09-30 $93,441,160 114,500
2024-09-30 $203,938,392 249,900
2024-09-30 $41,931,005 51,381
2024-06-30 $71,688,896 67,323
2024-03-31 $64,204,259 66,083
2023-12-31 $72,091,249 92,040
2023-09-30 $40,753,838 65,022
2023-06-30 $60,198,052 93,641
2023-03-31 $26,260,023 49,536
2022-12-31 $50,944,142 121,209
2022-09-30 $1,955,538 5,343
2022-06-30 $26,747,729 62,766
2022-03-31 $203,485,385 378,500
2022-03-31 $171,228,785 318,500
2022-03-31 $19,881,354 36,981
2021-12-31 $259,109,745 360,300
2021-12-31 $348,428,175 484,500
2021-12-31 $50,944,584 70,840
2021-09-30 $192,315,785 337,900
2021-09-30 $75,491,486 132,639
2021-09-30 $281,387,760 494,400
2021-06-30 $148,034,250 227,500
2021-06-30 $2,531,873 3,891
2021-06-30 $145,756,800 224,000
2021-03-31 $83,690,744 140,600
2021-03-31 $209,524,480 352,000
2021-03-31 $8,232,169 13,830
2020-12-31 $88,833,987 188,100
2020-12-31 $28,072,200 59,441