LRCX 13F position history: David Tepper - Appaloosa Management
Lam Research Corporation, as reported in David Tepper - Appaloosa Management’s quarterly 13F filings. See all fund managers holding LRCX.
| Quarter | Activity | Shares | Value | % of portfolio | Reported price | |
|---|---|---|---|---|---|---|
| Q2 2026 | No change | 382,500 | $165,748,725 | 2.22% | $433.33 | Filing |
| Q1 2026 | Trimmed | 382,500 | $81,724,950 | 1.38% | $213.66 | Filing |
| Q4 2025 | Added | 425,000 | $72,751,500 | 1.06% | $171.18 | Filing |
| Q3 2025 | Trimmed | 370,000 | $49,543,000 | 0.67% | $133.90 | Filing |
| Q2 2025 | Trimmed | 400,000 | $38,936,000 | 0.60% | $97.34 | Filing |
| Q1 2025 | Trimmed | 500,000 | $36,350,000 | 0.65% | $72.70 | Filing |
| Q4 2024 | New | 1,250,000 | $90,287,500 | 1.40% | $72.23 | Filing |