Louis Moore Bacon's LRCX Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 155,520 shares of Lam Research Corporation (LRCX) worth $67.39 M, representing 1.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 5 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 Q2 2026, adding 124,693 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 |
|---|---|---|---|---|
| Q2 2026 | +124,693 | Add 404.49% | 155,520 | $433.33 |
| Q1 2026 | -28,598 | Reduce 48.12% | 30,827 | $213.66 |
| 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 5 quarters since Q2 2025.
Louis Moore Bacon's largest addition to Lam Research Corporation (LRCX) was in Q2 2026, adding 155,520 shares worth $67.39 M.
According to the latest 13F filing for Q2 2026, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 155,520 shares of Lam Research Corporation (LRCX), valued at approximately $67.39 M.
As of the Q2 2026 filing, Lam Research Corporation (LRCX) represents approximately 1.00% 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 155,520 shares, as reported at the end of Q2 2026.