BDF Gestion
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BDF Gestion’s Lam Research LRCX Stock Holding History

BDF Gestion’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
Q3 		$7.75M Buy
23,601
+2,647
+13% +$827K 1.05% 16
2026
Q2 		$982K Sell
20,954
-11,008
-34% -$3.34M 0.13% 137
2026
Q1 		$6.83M Buy
31,962
+7,264
+29% +$1.62M 0.91% 16
2025
Q4 		$4.23M Sell
24,698
-1,646
-6% -$256K 0.52% 39
2025
Q3 		$3.53M Sell
26,344
-3,810
-13% -$403K 0.42% 55
2025
Q2 		$2.94M Buy
+30,154
New +$2.39M 0.33% 78

Other funds holding LRCX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

BDF Gestion's LRCX Position: Q3 2026 in Review

BDF Gestion increased its Lam Research (LRCX) stake by 13% in Q3 2026, buying an estimated $827K and bringing the position to 23,601 shares worth $7.75M. The position accounts for 1.05% of the portfolio, ranked #16.

BDF Gestion first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • BDF Gestion held 23,601 shares of Lam Research worth $7.75M as of Q3 2026.
  • BDF Gestion bought 2,647 Lam Research shares in Q3 2026, an estimated $827K.
  • Lam Research made up 1.05% of BDF Gestion's portfolio in Q3 2026, its #16 holding.
  • BDF Gestion first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.