Current position

Chase Coleman’s Lam Research Corp (LRCX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Tiger Global Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares5.26MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Tiger Global Management LLC first reported Lam Research Corp in Q4 2024. The reported position was increased and reduced across later filings. Tiger Global Management LLC currently reports 3.16M shares. The latest verified filing showed: Sold 18.9% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 18.9% of the position−736.94K shares · 3.16M shares remained
Filing context

Quarter-end price $433.33 · Estimated holding basis $76.26

Q4 2025
Sold 25.9% of the position−1.36M shares · 3.90M shares remained
Filing context

Quarter-end price $171.18 · Estimated holding basis $76.26

Q2 2025
Bought 18.9% more+835.63K shares · 5.26M shares reported after the change
Filing context

Quarter-end price $97.34 · Estimated holding basis $76.26

Q1 2025
Bought 11.8% more+467.00K shares · 4.42M shares reported after the change
Filing context

Quarter-end price $72.70 · Estimated holding basis $72.28

Q4 2024
New position+3.96M shares · 3.96M shares reported
Filing context

Quarter-end price $72.23 · Estimated holding basis $72.23

2 unchanged quarters are collapsed by default.

Portfolio importance

How important is Lam Research Corp in Tiger Global Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight5.7%Q2 2026
Current rank#6of 46 reported positions
Peak portfolio weight5.7%Q2 2026
Best historical rank#6Q2 2026
At peak importanceQ2 2026
LRCX
5.7%
Largest holding
9.7%
Cross-investor discovery

Who else owns Lam Research Corp?

Also reported by 4 other tracked investors in their latest verified filings.

David TepperAppaloosa LP
LRCX2.2% of reported portfolio
Ray DalioBridgewater Associates, LP
LRCX1.7% of reported portfolio
Stanley DruckenmillerDuquesne Family Office
LRCX0.4% of reported portfolio
Explore Lam Research Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$288.112026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$433.33Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$76.26Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Tiger Global Management LLC’s Form 13F disclosures, not Chase Coleman’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.