Jane Street’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $149M | Buy |
699,544
+605,305
| +642% | +$135M | 0.02% | 486 |
|
|
2025
Q4 | $16.1M | Sell |
94,239
-1,337,143
| -93% | -$208M | ﹤0.01% | 1802 |
|
|
2025
Q3 | $192M | Buy |
1,431,382
+1,408,542
| +6,167% | +$149M | 0.03% | 364 |
|
|
2025
Q2 | $2.22M | Sell |
22,840
-1,685,621
| -99% | -$134M | ﹤0.01% | 4248 |
|
|
2025
Q1 | $124M | Buy |
1,708,461
+473,949
| +38% | +$37.3M | 0.03% | 320 |
|
|
2024
Q4 | $89.2M | Buy |
1,234,512
+720,702
| +140% | +$54.7M | 0.02% | 463 |
|
|
2024
Q3 | $41.9M | Sell |
513,810
-159,420
| -24% | -$13.9M | 0.01% | 775 |
|
|
2024
Q2 | $71.7M | Buy |
673,230
+12,400
| +2% | +$1.19M | 0.02% | 532 |
|
|
2024
Q1 | $64.2M | Sell |
660,830
-259,570
| -28% | -$22.8M | 0.01% | 521 |
|
|
2023
Q4 | $72.1M | Buy |
920,400
+270,180
| +42% | +$18.4M | 0.02% | 522 |
|
|
2023
Q3 | $40.8M | Sell |
650,220
-286,190
| -31% | -$18.8M | 0.01% | 648 |
|
|
2023
Q2 | $60.2M | Buy |
936,410
+441,050
| +89% | +$24.9M | 0.02% | 519 |
|
|
2023
Q1 | $26.3M | Sell |
495,360
-716,730
| -59% | -$35.2M | 0.01% | 834 |
|
|
2022
Q4 | $50.9M | Buy |
1,212,090
+1,158,660
| +2,169% | +$48.5M | 0.02% | 520 |
|
|
2022
Q3 | $1.96M | Sell |
53,430
-574,230
| -91% | -$25.6M | ﹤0.01% | 4242 |
|
|
2022
Q2 | $26.7M | Buy |
627,660
+257,850
| +70% | +$12.3M | 0.01% | 907 |
|
|
2022
Q1 | $19.9M | Sell |
369,810
-338,590
| -48% | -$19.7M | 0.01% | 1275 |
|
|
2021
Q4 | $50.9M | Sell |
708,400
-617,990
| -47% | -$38.7M | 0.02% | 645 |
|
|
2021
Q3 | $75.5M | Buy |
1,326,390
+1,287,480
| +3,309% | +$78.3M | 0.03% | 435 |
|
|
2021
Q2 | $2.53M | Sell |
38,910
-99,390
| -72% | -$6.27M | ﹤0.01% | 3875 |
|
|
2021
Q1 | $8.23M | Sell |
138,300
-456,110
| -77% | -$24.9M | ﹤0.01% | 1747 |
|
|
2020
Q4 | $28.1M | Buy |
594,410
+496,540
| +507% | +$20.9M | 0.01% | 680 |
|
|
2020
Q3 | $3.25M | Sell |
97,870
-603,830
| -86% | -$20.8M | ﹤0.01% | 2342 |
|
|
2020
Q2 | $22.7M | Buy |
701,700
+619,640
| +755% | +$16.9M | 0.02% | 686 |
|
|
2020
Q1 | $1.97M | Sell |
82,060
-194,540
| -70% | -$5.6M | ﹤0.01% | 2036 |
|
|
2019
Q4 | $8.09M | Buy |
276,600
+140,380
| +103% | +$3.73M | 0.01% | 751 |
|
|
2019
Q3 | $3.15M | Sell |
136,220
-281,420
| -67% | -$5.91M | 0.01% | 1354 |
|
|
2019
Q2 | $7.84M | Sell |
417,640
-993,410
| -70% | -$18.8M | 0.01% | 761 |
|
|
2019
Q1 | $25.3M | Buy |
1,411,050
+975,680
| +224% | +$16.3M | 0.04% | 345 |
|
|
2018
Q4 | $5.93M | Sell |
435,370
-301,220
| -41% | -$4.32M | 0.01% | 838 |
|
|
2018
Q3 | $11.2M | Sell |
736,590
-782,630
| -52% | -$13.4M | 0.02% | 550 |
|
|
2018
Q2 | $26.3M | Buy |
1,519,220
+1,109,260
| +271% | +$21.4M | 0.06% | 236 |
|
|
2018
Q1 | $8.33M | Sell |
409,960
-2,391,640
| -85% | -$47.4M | 0.02% | 628 |
|
|
2017
Q4 | $51.6M | Buy |
2,801,600
+2,446,690
| +689% | +$48.1M | 0.15% | 116 |
|
|
2017
Q3 | $6.57M | Buy |
354,910
+86,670
| +32% | +$1.41M | 0.02% | 703 |
|
|
2017
Q2 | $3.79M | Sell |
268,240
-60,780
| -18% | -$891K | 0.01% | 952 |
|
|
2017
Q1 | $4.22M | Buy |
329,020
+91,840
| +39% | +$1.08M | 0.02% | 804 |
|
|
2016
Q4 | $2.51M | Sell |
237,180
-138,490
| -37% | -$1.41M | 0.01% | 1128 |
|
|
2016
Q3 | $3.56M | Buy |
375,670
+93,230
| +33% | +$848K | 0.02% | 777 |
|
|
2016
Q2 | $2.37M | Buy |
282,440
+217,900
| +338% | +$1.75M | 0.01% | 1115 |
|
|
2016
Q1 | $533K | Sell |
64,540
-89,190
| -58% | -$649K | ﹤0.01% | 2530 |
|
|
2015
Q4 | $1.22M | Buy |
153,730
+49,020
| +47% | +$369K | 0.01% | 1542 |
|
|
2015
Q3 | $684K | Sell |
104,710
-80,740
| -44% | -$592K | ﹤0.01% | 1974 |
|
|
2015
Q2 | $1.51M | Buy |
185,450
+140,360
| +311% | +$1.1M | 0.01% | 1198 |
|
|
2015
Q1 | $317K | Buy |
+45,090
| New | +$357K | ﹤0.01% | 2467 |
|
|
2014
Q2 | – | Sell |
-198,000
| Closed | -$1.09M | – | 2890 |
|
|
2014
Q1 | $1.09M | Buy |
198,000
+56,010
| +39% | +$298K | 0.01% | 895 |
|
|
2013
Q4 | $773K | Sell |
141,990
-263,440
| -65% | -$1.39M | 0.01% | 930 |
|
|
2013
Q3 | $2.08M | Buy |
405,430
+47,550
| +13% | +$232K | 0.02% | 561 |
|
|
2013
Q2 | $1.59M | Buy |
+357,880
| New | +$1.62M | 0.03% | 566 |
|
Other funds holding LRCX
VCM
VPM
Jane Street's LRCX Position: Q1 2026 in Review
Jane Street increased its Lam Research (LRCX) stake by 642% in Q1 2026, buying an estimated $135M and bringing the position to 699,544 shares worth $149M. The position accounts for 0.02% of the portfolio, ranked #486.
Jane Street first reported a position in LRCX in Q2 2013 and has held it in 49 quarters since. The position peaked at $192M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Jane Street held 699,544 shares of Lam Research worth $149M as of Q1 2026.
- Jane Street bought 605,305 Lam Research shares in Q1 2026, an estimated $135M.
- Lam Research made up 0.02% of Jane Street's portfolio in Q1 2026, its #486 holding.
- Jane Street first reported a position in Lam Research in Q2 2013 and has held it in 49 quarters since.
- Jane Street's Lam Research position peaked at $192M in Q3 2025.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.