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 | $603M | Sell |
2,821,400
-482,800
| -15% | -$108M | 0.08% | 161 |
|
|
2025
Q4 | $566M | Buy |
3,304,200
+630,600
| +24% | +$98.1M | 0.09% | 157 |
|
|
2025
Q3 | $358M | Buy |
2,673,600
+1,349,400
| +102% | +$143M | 0.05% | 230 |
|
|
2025
Q2 | $129M | Sell |
1,324,200
-439,600
| -25% | -$34.9M | 0.03% | 388 |
|
|
2025
Q1 | $128M | Buy |
1,763,800
+115,600
| +7% | +$9.1M | 0.03% | 305 |
|
|
2024
Q4 | $119M | Sell |
1,648,200
-850,800
| -34% | -$64.5M | 0.03% | 374 |
|
|
2024
Q3 | $204M | Buy |
2,499,000
+876,000
| +54% | +$76.2M | 0.05% | 223 |
|
|
2024
Q2 | $173M | Buy |
1,623,000
+128,000
| +9% | +$12.3M | 0.04% | 238 |
|
|
2024
Q1 | $145M | Sell |
1,495,000
-1,353,000
| -48% | -$119M | 0.03% | 287 |
|
|
2023
Q4 | $223M | Buy |
2,848,000
+774,000
| +37% | +$52.7M | 0.06% | 199 |
|
|
2023
Q3 | $130M | Buy |
2,074,000
+713,000
| +52% | +$46.8M | 0.04% | 255 |
|
|
2023
Q2 | $87.5M | Sell |
1,361,000
-75,000
| -5% | -$4.23M | 0.03% | 381 |
|
|
2023
Q1 | $76.1M | Sell |
1,436,000
-828,000
| -37% | -$40.6M | 0.03% | 372 |
|
|
2022
Q4 | $95.2M | Buy |
2,264,000
+714,000
| +46% | +$29.9M | 0.04% | 310 |
|
|
2022
Q3 | $56.7M | Sell |
1,550,000
-2,347,000
| -60% | -$104M | 0.02% | 470 |
|
|
2022
Q2 | $166M | Buy |
3,897,000
+112,000
| +3% | +$5.33M | 0.07% | 181 |
|
|
2022
Q1 | $203M | Buy |
3,785,000
+182,000
| +5% | +$10.6M | 0.07% | 185 |
|
|
2021
Q4 | $259M | Sell |
3,603,000
-1,341,000
| -27% | -$84.1M | 0.09% | 137 |
|
|
2021
Q3 | $281M | Buy |
4,944,000
+2,704,000
| +121% | +$164M | 0.1% | 107 |
|
|
2021
Q2 | $146M | Buy |
2,240,000
+834,000
| +59% | +$52.6M | 0.06% | 226 |
|
|
2021
Q1 | $83.7M | Sell |
1,406,000
-76,000
| -5% | -$4.14M | 0.04% | 330 |
|
|
2020
Q4 | $70M | Sell |
1,482,000
-482,000
| -25% | -$20.3M | 0.04% | 346 |
|
|
2020
Q3 | $65.2M | Buy |
1,964,000
+752,000
| +62% | +$25.9M | 0.04% | 319 |
|
|
2020
Q2 | $39.2M | Sell |
1,212,000
-523,000
| -30% | -$14.3M | 0.03% | 440 |
|
|
2020
Q1 | $41.6M | Sell |
1,735,000
-1,369,000
| -44% | -$39.4M | 0.04% | 277 |
|
|
2019
Q4 | $90.8M | Sell |
3,104,000
-583,000
| -16% | -$15.5M | 0.13% | 102 |
|
|
2019
Q3 | $85.2M | Buy |
3,687,000
+2,135,000
| +138% | +$44.8M | 0.14% | 105 |
|
|
2019
Q2 | $29.2M | Sell |
1,552,000
-1,199,000
| -44% | -$22.7M | 0.05% | 278 |
|
|
2019
Q1 | $49.2M | Buy |
2,751,000
+2,331,000
| +555% | +$38.9M | 0.08% | 176 |
|
|
2018
Q4 | $5.72M | Sell |
420,000
-1,168,000
| -74% | -$16.7M | 0.01% | 862 |
|
|
2018
Q3 | $24.1M | Buy |
1,588,000
+299,000
| +23% | +$5.11M | 0.05% | 283 |
|
|
2018
Q2 | $22.3M | Buy |
1,289,000
+841,000
| +188% | +$16.2M | 0.05% | 279 |
|
|
2018
Q1 | $9.1M | Sell |
448,000
-5,248,000
| -92% | -$104M | 0.02% | 586 |
|
|
2017
Q4 | $105M | Buy |
5,696,000
+5,497,000
| +2,762% | +$108M | 0.3% | 53 |
|
|
2017
Q3 | $3.68M | Sell |
199,000
-139,000
| -41% | -$2.26M | 0.01% | 1092 |
|
|
2017
Q2 | $4.78M | Buy |
+338,000
| New | +$4.96M | 0.02% | 806 |
|
|
2017
Q1 | – | Sell |
-30,000
| Closed | -$317K | – | 4460 |
|
|
2016
Q4 | $317K | Sell |
30,000
-978,000
| -97% | -$9.93M | ﹤0.01% | 3306 |
|
|
2016
Q3 | $9.55M | Buy |
1,008,000
+981,000
| +3,633% | +$8.93M | 0.05% | 327 |
|
|
2016
Q2 | $227K | Sell |
27,000
-7,000
| -21% | -$56.2K | ﹤0.01% | 3612 |
|
|
2016
Q1 | $281K | Sell |
34,000
-155,000
| -82% | -$1.13M | ﹤0.01% | 3289 |
|
|
2015
Q4 | $1.5M | Buy |
+189,000
| New | +$1.42M | 0.01% | 1330 |
|
|
2015
Q2 | – | Sell |
-48,000
| Closed | -$337K | – | 3867 |
|
|
2015
Q1 | $337K | Buy |
+48,000
| New | +$380K | ﹤0.01% | 2420 |
|
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.