SEC 13F Intelligence

Trybe Capital Management LP / LRCX

Trybe Capital Management LP’s Lam Research Corp Position

Does Trybe Capital Management LP own Lam Research Corp (LRCX)? Yes — 478.2K shares worth $102M (+17.58% of its 13F portfolio) as of Q1 2026.

Position Value
$102M
Q1 2026
Shares
478.2K
% of Portfolio
+17.58%
Quarters Held
4
currently held

Position History LRCX

Reported value by quarter
Q2 ’25: $33MQ2 ’25Q3 ’25: $64MQ3 ’25Q4 ’25: $82MQ4 ’25Q1 ’26: $102MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026478.2K$102M+17.58%
Q4 2025478.2K$82M+11.72%
Q3 2025478.2K$64M+8.55%
Q2 2025336.0K$33M+6.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Trybe Capital Management LP’s full portfolio or all institutional holders of LRCX.