Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$165,748,725
+$84,023,775 QoQ
Shares Held
382,500
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#234
of 3,103 holders
Holding Since
Jun 2023
13 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, 2026APPALOOSA LP holds $265,220,720 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
382,500 | $165,748,725 | |
| 2 | ASML |
Asml Holding NV
|
50,000 | $99,471,995 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,748,725 | 382,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $81,724,950 | 382,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,751,500 | 425,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,543,000 | 370,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,936,000 | 400,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,350,000 | 500,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $90,287,500 | 1,250,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $81,608,000 | 100,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,068,650 | 109,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $111,730,550 | 115,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $92,424,680 | 118,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $75,212,400 | 120,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $77,143,200 | 120,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||