Cache Advisors
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Cache Advisors’s Lam Research LRCX Stock Holding History

Cache Advisors’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 		$12.3M Buy
37,504
+13,923
+59% +$4.35M 0.75% 24
2026
Q2 		$10.2M Buy
23,581
+6,403
+37% +$1.94M 0.87% 22
2026
Q1 		$3.67M Buy
17,178
+5,928
+53% +$1.33M 0.42% 20
2025
Q4 		$1.93M Buy
11,250
+460
+4% +$71.5K 0.24% 35
2025
Q3 		$1.44M Hold
10,790
– – 0.25% 40
2025
Q2 		$1.05M Hold
10,790
– – 0.28% 44
2025
Q1 		$784K Hold
10,790
– – 0.3% 46
2024
Q4 		$779K Buy
+10,790
New +$818K 0.32% 40

Other funds holding LRCX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cache Advisors's LRCX Position: Q3 2026 in Review

Cache Advisors increased its Lam Research (LRCX) stake by 59% in Q3 2026, buying an estimated $4.35M and bringing the position to 37,504 shares worth $12.3M. The position accounts for 0.75% of the portfolio, ranked #24.

Cache Advisors first reported a position in LRCX in Q4 2024 and has held it in 8 quarters since. 723 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Cache Advisors held 37,504 shares of Lam Research worth $12.3M as of Q3 2026.
  • Cache Advisors bought 13,923 Lam Research shares in Q3 2026, an estimated $4.35M.
  • Lam Research made up 0.75% of Cache Advisors's portfolio in Q3 2026, its #24 holding.
  • Cache Advisors first reported a position in Lam Research in Q4 2024 and has held it in 8 quarters since.
  • 723 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.