Arrowpoint Investment Partners’s Lam Research LRCX Stock Holding History

Arrowpoint Investment 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 Q2	–	Sell	-5,100	Closed	-$371K	–	520
2025 Q1	$371K	Buy	+5,100	New	+$402K	0.04%	466

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowpoint Investment Partners's LRCX Position: Q2 2025 in Review

Arrowpoint Investment Partners sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 5,100 shares — an estimated $371K sold.

Arrowpoint Investment Partners first reported a position in LRCX in Q1 2025 and held it in 1 quarter. The position peaked at $371K in Q1 2025. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Arrowpoint Investment Partners reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Arrowpoint Investment Partners sold 5,100 Lam Research shares in Q2 2025, an estimated $371K.
Arrowpoint Investment Partners first reported a position in Lam Research in Q1 2025 and held it in 1 quarter.
Arrowpoint Investment Partners's Lam Research position peaked at $371K in Q1 2025.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Arrowpoint Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.