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Chase Coleman’s Lam Research LRCX Stock Holding History

Chase Coleman’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37B Sell
3,163,495
-736,944
-19% -$224M 5.72% 6
2026
Q1 		$833M Hold
3,900,439
– – 3.65% 10
2025
Q4 		$668M Sell
3,900,439
-1,359,889
-26% -$212M 2.25% 15
2025
Q3 		$704M Hold
5,260,328
– – 2.18% 17
2025
Q2 		$512M Buy
5,260,328
+835,628
+19% +$66.3M 1.5% 19
2025
Q1 		$322M Buy
4,424,700
+467,000
+12% +$36.8M 1.21% 27
2024
Q4 		$286M Buy
3,957,700
+425,870
+12% +$32.3M 1.08% 22
2024
Q3 		$288M Hold
3,531,830
– – 1.23% 20
2024
Q2 		$376M Hold
3,531,830
– – 1.74% 14
2024
Q1 		$343M Sell
3,531,830
-498,000
-12% -$43.8M 1.88% 14
2023
Q4 		$316M Buy
4,029,830
+329,450
+9% +$22.5M 2.25% 14
2023
Q3 		$232M Buy
3,700,380
+285,100
+8% +$18.7M 1.71% 15
2023
Q2 		$220M Buy
3,415,280
+2,413,000
+241% +$136M 1.83% 13
2023
Q1 		$53.1M Buy
+1,002,280
New +$49.2M 0.48% 28

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chase Coleman's LRCX Position: Q2 2026 in Review

Chase Coleman reduced its Lam Research (LRCX) stake by 19% in Q2 2026, selling an estimated $224M and leaving 3,163,495 shares worth $1.37B. The position accounts for 5.72% of the portfolio, ranked #6.

Chase Coleman first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Chase Coleman held 3,163,495 shares of Lam Research worth $1.37B as of Q2 2026.
  • Chase Coleman sold 736,944 Lam Research shares in Q2 2026, an estimated $224M.
  • Lam Research made up 5.72% of Chase Coleman's portfolio in Q2 2026, its #6 holding.
  • Chase Coleman first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tiger Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.