Cobalt Capital Management, Inc. / LRCXEUR
Cobalt Capital Management, Inc.’s Lam Research Corp Position
Does Cobalt Capital Management, Inc. own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 65.0K shares worth $9M in Q4 2018; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$9M
Q4 2018
Shares
65.0K
% of Portfolio
+2.55%
Quarters Held
1
position exited
Position History LRCXEUR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2018 | 65.0K | $9M | +2.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cobalt Capital Management, Inc.’s full portfolio or all institutional holders of LRCXEUR.