LRCX — LAM RESEARCH CORP

Ownership history in Trybe Capital Management LP  ·  3 quarters on record

This page tracks every 13F SEC filing in which Trybe Capital Management LP reported a position in LAM RESEARCH CORP (LRCX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.72% (2025 Q4)
Avg. % of fund
9.04%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 478,246 — 0% 11.72% $81.9M $170.98
2025 Q3 ADDED 478,246 +142,205 +42.3% 8.55% $64.0M $133.52
2025 Q2 INITIATED 336,041 — — 6.86% $32.7M $96.87
% of Fund (quarterly)    LRCX price (monthly, adj. close)

Other funds also holding LRCX

As of 2025 Q4 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 34.68% Four Tree Island Advisory LLC 21.64% Spinecap SAS 15.62% Harbor Island Capital LLC 3Y 7Y 13.19% Blue Whale Capital LLP 3Y 12.51% Heard Capital LLC 3Y 10.39% Miller Capital Partners, Inc. 8.45% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.13% CROSSLINK CAPITAL INC 3Y 7Y 7.59% MARINER INVESTMENT GROUP LLC 3Y 7Y 7.36%
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