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Maplelane Capital’s Lam Research LRCX Stock Holding History

Maplelane Capital’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
Q1 		$133M Buy
621,000
+451,000
+265% +$101M 4.75% 5
2025
Q4 		$29.1M Buy
170,000
+78,000
+85% +$12.1M 1.02% 31
2025
Q3 		$12.3M Buy
+92,000
New +$9.74M 0.29% 73
2025
Q2 		– Sell
-371,000
Closed -$27M – 101
2025
Q1 		$27M Buy
+371,000
New +$29.2M 1.11% 30
2022
Q3 		– Sell
-540,000
Closed -$23M – 75
2022
Q2 		$23M Sell
540,000
-390,000
-42% -$18.6M 2.03% 13
2022
Q1 		$50M Buy
930,000
+170,000
+22% +$9.9M 1.53% 19
2021
Q4 		$54.7M Buy
760,000
+494,990
+187% +$31M 2% 13
2021
Q3 		$15.1M Buy
265,010
+10,010
+4% +$609K 0.51% 51
2021
Q2 		$16.6M Buy
255,000
+20,000
+9% +$1.26M 0.54% 47
2021
Q1 		$14M Sell
235,000
-495,000
-68% -$27M 0.3% 73
2020
Q4 		$34.5M Buy
730,000
+640,990
+720% +$27M 0.44% 59
2020
Q3 		$2.95M Buy
+89,010
New +$3.07M 0.05% 115
2020
Q1 		– Sell
-410,010
Closed -$12M – 121
2019
Q4 		$12M Hold
410,010
– – 0.32% 73
2019
Q3 		$9.48M Buy
+410,010
New +$8.61M 0.21% 91
2019
Q1 		– Sell
-10
Closed – – 133
2018
Q4 		$0 Buy
+10
New +$143 ﹤0.01% 145
2016
Q3 		– Sell
-3,000,000
Closed -$27.3M – 145
2016
Q2 		$25.2M Buy
+3,000,000
New +$24.1M 1.07% 27
2015
Q2 		– Sell
-10
Closed – – 180
2015
Q1 		$0 Sell
10
-1,495,450
-100% -$11.8M ﹤0.01% 195
2014
Q4 		$11.9M Buy
+1,495,460
New +$11.6M 0.45% 62

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maplelane Capital's LRCX Position: Q1 2026 in Review

Maplelane Capital increased its Lam Research (LRCX) stake by 265% in Q1 2026, buying an estimated $101M and bringing the position to 621,000 shares worth $133M. The position accounts for 4.75% of the portfolio, ranked #5.

Maplelane Capital first reported a position in LRCX in Q4 2014 and has held it in 18 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Maplelane Capital held 621,000 shares of Lam Research worth $133M as of Q1 2026.
  • Maplelane Capital bought 451,000 Lam Research shares in Q1 2026, an estimated $101M.
  • Lam Research made up 4.75% of Maplelane Capital's portfolio in Q1 2026, its #5 holding.
  • Maplelane Capital first reported a position in Lam Research in Q4 2014 and has held it in 18 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Maplelane Capital's 13F filing for Q1 2026, filed 14 May 2026.