Ardsley Advisory Partners’s Lam Research LRCX Stock Holding History

Ardsley Advisory Partners’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	$4.33M	Buy	+10,000	New	+$3.04M	0.45%	71
2017 Q4	–	Sell	-40,000	Closed	-$740K	–	161
2017 Q3	$740K	Buy	+40,000	New	+$649K	0.1%	81
2016 Q1	–	Sell	-40,000	Closed	-$318K	–	171
2015 Q4	$318K	Buy	+40,000	New	+$301K	0.04%	104
2014 Q3	–	Sell	-130,000	Closed	-$879K	–	233
2014 Q2	$879K	Buy	+130,000	New	+$776K	0.11%	98
2014 Q1	–	Sell	-50,000	Closed	-$272K	–	259
2013 Q4	$272K	Buy	+50,000	New	+$263K	0.04%	125

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ardsley Advisory Partners's LRCX Position: Q2 2026 in Review

Ardsley Advisory Partners opened a new position in Lam Research (LRCX) in Q2 2026: 10,000 shares worth $4.33M. The stake represents 0.45% of the portfolio and ranks #71 among its holdings. This is a return to the name: Ardsley Advisory Partners previously reported a position in LRCX as recently as Q3 2017.

Ardsley Advisory Partners first reported a position in LRCX in Q4 2013 and has held it in 5 quarters since. 740 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Ardsley Advisory Partners held 10,000 shares of Lam Research worth $4.33M as of Q2 2026.
Lam Research was a new Ardsley Advisory Partners position in Q2 2026.
Lam Research made up 0.45% of Ardsley Advisory Partners's portfolio in Q2 2026, its #71 holding.
Ardsley Advisory Partners first reported a position in Lam Research in Q4 2013 and has held it in 5 quarters since.
740 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.