Skip to content
Disclosery

APPALOOSA LP: LRCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of APPALOOSA LP on LRCX, newest first. How the timeline and the estimate are built.

APPALOOSA LP held 382,500 LRCX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 382,500 shares
    Change vs previous 13F 0 shares

    2.22% of the 13F portfolio, value $165,748,725.

    13F-HR 0001656456-26-000003 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 382,500 shares
    Change vs previous 13F -42,500 shares

    1.38% of the 13F portfolio, value $81,724,950.

    13F-HR 0001656456-26-000002 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 425,000 shares
    Change vs previous 13F +55,000 shares

    1.06% of the 13F portfolio, value $72,751,500.

    13F-HR 0001656456-26-000001 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 370,000 shares
    Change vs previous 13F -30,000 shares

    0.67% of the 13F portfolio, value $49,543,000.

    13F-HR 0001656456-25-000007 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 400,000 shares
    Change vs previous 13F -100,000 shares

    0.6% of the 13F portfolio, value $38,936,000.

    13F-HR 0001656456-25-000006 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 500,000 shares
    Change vs previous 13F -750,000 shares

    0.65% of the 13F portfolio, value $36,350,000.

    13F-HR 0001656456-25-000005 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,250,000 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $90,287,500.

    13F-HR 0001656456-25-000001 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).