Anther Capital’s Lam Research LRCX Stock Holding History

Anther Capital’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	$544M	Buy	1,254,487 +741,080	+144%	+$225M	13.92%	2
2026 Q1	$110M	Buy	+513,407	New	+$115M	2.87%	13

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anther Capital's LRCX Position: Q2 2026 in Review

Anther Capital increased its Lam Research (LRCX) stake by 144% in Q2 2026, buying an estimated $225M and bringing the position to 1,254,487 shares worth $544M. The position accounts for 13.92% of the portfolio, ranked #2.

Anther Capital first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,108 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Anther Capital held 1,254,487 shares of Lam Research worth $544M as of Q2 2026.
Anther Capital bought 741,080 Lam Research shares in Q2 2026, an estimated $225M.
Lam Research made up 13.92% of Anther Capital's portfolio in Q2 2026, its #2 holding.
Anther Capital first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,108 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Anther Capital's 13F filing for Q2 2026, filed 13 Aug 2026.