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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
Q2 		– Sell
-251,721
Closed -$135M – 102
2026
Q1 		$135M Buy
+251,721
New +$56.3M 4.82% 4
2025
Q2 		– Sell
-800,000
Closed -$58.2M – 100
2025
Q1 		$58.2M Buy
+800,000
New +$63M 2.4% 11
2022
Q3 		– Sell
-600,000
Closed -$25.6M – 74
2022
Q2 		$25.6M Sell
600,000
-400,000
-40% -$19M 2.26% 12
2022
Q1 		$53.8M Buy
1,000,000
+510,000
+104% +$29.7M 1.65% 17
2021
Q4 		$35.2M Buy
+490,000
New +$30.7M 1.29% 27
2016
Q4 		– Sell
-3,750,000
Closed -$35.5M – 140
2016
Q3 		$35.5M Sell
3,750,000
-250,000
-6% -$2.27M 0.94% 27
2016
Q2 		$33.6M Buy
+4,000,000
New +$32.1M 1.43% 19
2015
Q1 		– Sell
-2,000,000
Closed -$15.9M – 194
2014
Q4 		$15.9M Buy
+2,000,000
New +$15.5M 0.6% 48

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

Maplelane Capital's LRCX Position: Q2 2026 in Review

Maplelane Capital sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 621,000 shares — an estimated $133M sold.

Maplelane Capital first reported a position in LRCX in Q4 2014 and held it in 18 quarters. The position peaked at $133M in Q1 2026. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Maplelane Capital reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Maplelane Capital sold 621,000 Lam Research shares in Q2 2026, an estimated $133M.
  • Maplelane Capital first reported a position in Lam Research in Q4 2014 and held it in 18 quarters.
  • Maplelane Capital's Lam Research position peaked at $133M in Q1 2026.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Maplelane Capital's 13F filing for Q2 2026, filed 13 Aug 2026.