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David Tepper's Lam Research Corporation (LRCX) position

Yes: as of Q1 2026, David Tepper holds 382K shares of LRCX worth $79M (1.4% of the disclosed portfolio). Last quarter the position was reduced by 10.0%. First disclosed Q2 2023.
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Current value
$79M
Shares held
382K
% of portfolio
1.4%
Est. average buy price (i)
$84.80
Quarter-end price
$205.87

Estimated trade prices

Average price in quarters with purchases
$77.39
Average prices in quarters with sales
  • Q1 2026: $223.85 (42K shares sold)
  • Q3 2025: $105.61 (30K shares sold)
  • Q2 2025: $79.28 (100K shares sold)
  • Q1 2025: $78.75 (750K shares sold)
  • Q3 2024: $86.94 (9K shares sold)
  • Q2 2024: $95.91 (6K shares sold)
  • Q1 2024: $87.97 (3K shares sold)
  • Q4 2023: $68.15 (2K shares sold)

LRCX price vs Tepper's position

1Y 3Y 5Y MAX
Dates
$30$200$400$60020222023202420252026New position of 120K shares · Q2 2023. Average closing price $56.37 · Price range $49.10–$64.92120KsharespurchasedSold 2K shares (1.7%) · Q4 2023. Average closing price $68.15 · Price range $58.33–$79.572KsharessoldSold 3K shares (2.5%) · Q1 2024. Average closing price $87.97 · Price range $73.11–$99.463KsharessoldSold 6K shares (5.2%) · Q2 2024. Average closing price $95.91 · Price range $86.81–$108.966KsharessoldSold 9K shares (8.3%) · Q3 2024. Average closing price $86.94 · Price range $73.16–$112.739KsharessoldAdded 1.1M shares (over 1,000%) · Q4 2024. Average closing price $75.85 · Price range $70.05–$85.701.1MsharespurchasedSold 750K shares (60.0%) · Q1 2025. Average closing price $78.75 · Price range $72.44–$89.02750KsharessoldSold 100K shares (20.0%) · Q2 2025. Average closing price $79.28 · Price range $59.09–$97.34100KsharessoldSold 30K shares (7.5%) · Q3 2025. Average closing price $105.61 · Price range $94.84–$133.9030KsharessoldAdded 55K shares (14.9%) · Q4 2025. Average closing price $155.52 · Price range $131.37–$178.6355KsharespurchasedSold 42K shares (10.0%) · Q1 2026. Average closing price $223.85 · Price range $185.06–$249.4842Ksharessold
Average closing price · filing quarter
$223.85
Price range · filing quarter
$185.06 – $249.48
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −42K −$9.5M −10.0% 382K May 15, 2026
Q4 2025 Added +55K +$8.6M +14.9% 425K Feb 17, 2026
Q3 2025 Reduced −30K −$3.2M −7.5% 370K Nov 13, 2025
Q2 2025 Reduced −100K −$7.9M −20.0% 400K Aug 14, 2025
Q1 2025 Reduced −750K −$59M −60.0% 500K May 15, 2025
Q4 2024 Added +1.1M +$87M +1,150.0% 1.2M Feb 10, 2025
Q3 2024 Reduced −9K −$782K −8.3% 100K Nov 14, 2024
Q2 2024 Reduced −6K −$575K −5.2% 109K Aug 14, 2024
Q1 2024 Reduced −3K −$264K −2.5% 115K May 15, 2024
Q4 2023 Reduced −2K −$136K −1.7% 118K Feb 14, 2024
Q3 2023 Unchanged – – – 120K Nov 14, 2023
Q2 2023 New +120K +$6.8M – 120K Aug 14, 2023
Data through Q1 2026 · filed May 15, 2026
12 grouped rows from 12 quarters

Who else owns LRCX

FMR LLC
owns 2.7% of shares outstanding
Est. $6.9B · Shares: 33.6M

JPMorgan Chase & Co
owns 2.6% of shares outstanding
Est. $6.7B · Shares: 32.7M

Invesco Ltd.

 View investor →
owns 1.9% of shares outstanding
Est. $5.0B · Shares: 24.3M

Ameriprise Financial Inc
owns 1.7% of shares outstanding
Est. $4.3B · Shares: 20.8M

See all owners of LRCX →

More Tepper positions

Amazon.com, Inc.(AMZN)
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$563M
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Alphabet Inc.(GOOG)
$488M
8.4% of portfolio

Uber Technologies, Inc.(UBER)
$448M
7.7% of portfolio

Taiwan Semiconductor Manufacturing Company Limited(TSM)
$449M
7.6% of portfolio

Alibaba Group Holding Limited(BABA)
$435M
7.3% of portfolio

Common questions

Does David Tepper own LRCX?

Yes. As of Q1 2026, David Tepper disclosed 382K shares of LRCX, worth $79M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did David Tepper buy LRCX?

David Tepper first disclosed a LRCX position in Q2 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did David Tepper sell LRCX?

The quarter-by-quarter table above shows each sale and reduction David Tepper disclosed in LRCX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of LRCX does David Tepper own?

David Tepper disclosed 382K shares of LRCX as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did David Tepper pay for LRCX?

David Tepper's estimated average buy price for LRCX is $84.80, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.