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Louis Moore Bacon’s LRCX Holdings & Trades

First Buy
Q2 2025
Duration Held
3 Quarters
Largest Add
Q2 2025
+101,500 Shares
Current Position
59,425 Shares
$10.17 M Value

Louis Moore Bacon's LRCX Position Overview

Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 59,425 shares of Lam Research Corporation (LRCX) worth $10.17 M, representing 0.15% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.

Based on 13F filings, Louis Moore Bacon has maintained this position in LRCX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 59,425 shares. Largest reduction occurred in Q3 2025, reducing 101,500 shares.

Analysis based on 13F filings available since 2013 Q2

Louis Moore Bacon's Lam Research Corporation (LRCX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Lam Research Corporation (LRCX) Trades by Louis Moore Bacon

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +59,425 New Buy 59,425 $171.18
Q3 2025 -101,500 Sold Out 0 $0.00
Q2 2025 +101,500 New Buy 101,500 $97.34

Louis Moore Bacon's Lam Research Corporation Investment FAQs

Louis Moore Bacon first purchased Lam Research Corporation (LRCX) in Q2 2025, acquiring 101,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Louis Moore Bacon has held Lam Research Corporation (LRCX) for 3 quarters since Q2 2025.

Louis Moore Bacon's largest addition to Lam Research Corporation (LRCX) was in Q2 2025, adding 101,500 shares worth $9.88 M.

According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 59,425 shares of Lam Research Corporation (LRCX), valued at approximately $10.17 M.

As of the Q4 2025 filing, Lam Research Corporation (LRCX) represents approximately 0.15% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.

Louis Moore Bacon's peak holding in Lam Research Corporation (LRCX) was 101,500 shares, as reported at the end of Q2 2025.