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COATUE MANAGEMENT LLC: LRCX position timeline

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

COATUE MANAGEMENT LLC held 9,441,603 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 9,441,603 shares
    Change vs previous 13F -601,902 shares

    8.41% of the 13F portfolio, value $4,091,329,827.

    13F-HR 0000919574-26-005478 filed by COATUE MANAGEMENT LLC
    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 10,043,505 shares
    Change vs previous 13F +237,940 shares

    7.39% of the 13F portfolio, value $2,145,895,279.

    13F-HR 0000919574-26-003501 filed by COATUE MANAGEMENT LLC
    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/A 9,805,565 shares
    Change vs previous 13F -148,927 shares

    4.2% of the 13F portfolio, value $1,678,516,617.

    13F-HR/A 0000919574-26-003414 filed by COATUE MANAGEMENT LLC
    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 9,954,492 shares
    Change vs previous 13F -553,000 shares

    3.27% of the 13F portfolio, value $1,332,906,480.

    13F-HR 0000919574-25-006976 filed by COATUE MANAGEMENT LLC
    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 10,507,492 shares
    Change vs previous 13F +2,297,923 shares

    2.85% of the 13F portfolio, value $1,022,799,272.

    13F-HR 0000919574-25-004823 filed by COATUE MANAGEMENT LLC
    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 8,209,569 shares
    Change vs previous 13F +4,163,199 shares

    2.63% of the 13F portfolio, value $596,835,667.

    13F-HR 0000919574-25-003179 filed by COATUE MANAGEMENT LLC
    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 4,046,370 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $292,269,305.

    13F-HR 0000919574-25-001429 filed by COATUE MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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