TIGER GLOBAL MANAGEMENT LLC: LAM RESEARCH CORP (LRCX): Quarterly 13F Position History
As of Q1 2026, TIGER GLOBAL MANAGEMENT LLC reported 3,900,439 shares of LAM RESEARCH CORP (LRCX), worth $833.4M and representing 3.6% of its 13F equity book. The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 3,900,439Shares Held (Latest Filing)
- $833.4MReported Market Value (Latest Filing)
- 3.6%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$165.7MQuarter-over-Quarter Value Change
- 5,260,328Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,900,439 | 0 | — | $833.4M | 3.6% | $213.7 |
| Q4 2025 | 3,900,439 | 1,359,889 | -25.9% | $667.7M | 2.2% | $171.2 |
| Q3 2025 | 5,260,328 | 0 | — | $704.4M | 2.2% | $133.9 |
| Q2 2025 | 5,260,328 | +835,628 | +18.9% | $512.0M | 1.5% | $97.3 |
| Q1 2025 | 4,424,700 | +467,000 | +11.8% | $321.7M | 1.2% | $72.7 |
| Q4 2024 | 3,957,700 | — | — | $285.9M | 1.1% | $72.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did TIGER GLOBAL MANAGEMENT LLC first disclose a LRCX position in 13F-HR filings?
TIGER GLOBAL MANAGEMENT LLC first reported LAM RESEARCH CORP (LRCX) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was TIGER GLOBAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in LRCX?
TIGER GLOBAL MANAGEMENT LLC held the same 3,900,439 shares of LRCX between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent TIGER GLOBAL MANAGEMENT LLC's cost basis in LRCX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.