COATUE MANAGEMENT LLC
SuperinvestorCoatue Management
- SEC CIK
- 0001135730
- Manager
- Philippe Laffont
- Style
- Growth, Hedge fund
LRCX holding history
LAM RESEARCH CORP
Every 13F filing in which Coatue Management reported holding LRCX, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
LRCX overviewAll 13F holders of LRCXFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 9,441,603 | $4.09B | 8.41% | −601,902−6.0% | Reduced |
| Q1 2026 | 10,043,505 | $2.15B | 7.39% | +237,940+2.4% | Added |
| Q4 2025 | 9,805,565 | $1.68B | 4.20% | −148,927−1.5% | Reduced |
| Q3 2025 | 9,954,492 | $1.33B | 3.27% | −553,000−5.3% | Reduced |
| Q2 2025 | 10,507,492 | $1.02B | 2.85% | +2,297,923+28.0% | Added |
| Q1 2025 | 8,209,569 | $596.84M | 2.63% | +4,163,199+102.9% | Added |
| Q4 2024 | 4,046,370 | $292.27M | 0.98% | +3,641,733+900.0% | Added |
| Q3 2024 | 404,637 | $330.22M | 1.23% | −52,806−11.5% | Reduced |
| Q2 2024 | 457,443 | $487.11M | 1.90% | +12,927+2.9% | Added |
| Q1 2024 | 444,516 | $431.88M | 1.69% | −236,598−34.7% | Reduced |
| Q4 2023 | 681,114 | $533.49M | 2.24% | −30,547−4.3% | Reduced |
| Q3 2023 | 711,661 | $446.05M | 2.26% | −87,608−11.0% | Reduced |
| Q2 2023 | 799,269 | $513.82M | 2.52% | −28,278−3.4% | Reduced |
| Q1 2023 | 827,547 | $438.7M | 2.92% | +346,867+72.2% | Added |
| Q4 2022 | 480,680 | $202.03M | 2.27% | −4,611−1.0% | Reduced |
| Q3 2022 | 485,291 | $177.62M | 2.06% | +485,291 | New |
| Q1 2022 | 0 | $0 | 0.00% | −860,025−100.0% | Sold out |
| Q4 2021 | 860,025 | $618.49M | 2.74% | +452,154+110.9% | Added |
| Q3 2021 | 407,871 | $232.14M | 0.94% | −171,548−29.6% | Reduced |
| Q2 2021 | 579,419 | $377.03M | 1.46% | +579,419 | New |