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a16z Perennial Management’s Lam Research LRCX Stock Holding History

a16z Perennial Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,100
Closed -$235K – 116
2026
Q1 		$235K Sell
1,100
-190
-15% -$42.5K 0.02% 122
2025
Q4 		$221K Buy
+1,290
New +$201K 0.02% 131

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

a16z Perennial Management's LRCX Position: Q2 2026 in Review

a16z Perennial Management sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 1,100 shares — an estimated $235K sold.

a16z Perennial Management first reported a position in LRCX in Q4 2025 and held it in 2 quarters. The position peaked at $235K in Q1 2026. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • a16z Perennial Management reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • a16z Perennial Management sold 1,100 Lam Research shares in Q2 2026, an estimated $235K.
  • a16z Perennial Management first reported a position in Lam Research in Q4 2025 and held it in 2 quarters.
  • a16z Perennial Management's Lam Research position peaked at $235K in Q1 2026.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.