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
2025 Q3	–	Sell	-18,000	Closed	-$1.75M	–	171
2025 Q2	$1.75M	Buy	+18,000	New	+$1.43M	0.23%	90
2024 Q4	–	Sell	-50,000	Closed	-$408K	–	174
2024 Q3	$408K	Buy	+50,000	New	+$4.35M	0.07%	120
2021 Q1	–	Sell	-20,000	Closed	-$945K	–	151
2020 Q4	$945K	Buy	+20,000	New	+$841K	0.16%	81

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. 745 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.
745 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.