CenterStar Asset Management’s Lam Research LRCX Stock Holding History

CenterStar Asset Management’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	$277K	Buy	+840	New	+$262K	0.07%	184
2026 Q2	–	Sell	-7,638	Closed	-$1.63M	–	402
2026 Q1	$1.63M	Buy	+7,638	New	+$1.71M	0.2%	100
2025 Q2	–	Sell	-20,917	Closed	-$1.66M	–	315
2025 Q1	$1.52M	Buy	+20,917	New	+$1.65M	0.36%	72
2022 Q4	–	Hold	0	–	–	–	223
2022 Q1	–	Hold	0	–	–	–	430
2021 Q4	–	Hold	0	–	–	–	604
2021 Q3	–	Hold	0	–	–	–	173
2019 Q4	–	Hold	0	–	–	–	67
2019 Q1	–	Hold	0	–	–	–	192
2018 Q3	–	Hold	0	–	–	–	161
2018 Q2	–	Hold	0	–	–	–	101
2018 Q1	–	Hold	0	–	–	–	361
2017 Q4	–	Hold	0	–	–	–	103

Other funds holding LRCX

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CenterStar Asset Management's LRCX Position: Q3 2026 in Review

CenterStar Asset Management opened a new position in Lam Research (LRCX) in Q3 2026: 840 shares worth $277K. The stake represents 0.07% of the portfolio and ranks #184 among its holdings. This is a return to the name: CenterStar Asset Management previously reported a position in LRCX as recently as Q1 2026.

CenterStar Asset Management first reported a position in LRCX in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q1 2026. 115 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

CenterStar Asset Management held 840 shares of Lam Research worth $277K as of Q3 2026.
Lam Research was a new CenterStar Asset Management position in Q3 2026.
Lam Research made up 0.07% of CenterStar Asset Management's portfolio in Q3 2026, its #184 holding.
CenterStar Asset Management first reported a position in Lam Research in Q1 2025 and has held it in 3 quarters since.
CenterStar Asset Management's Lam Research position peaked at $1.63M in Q1 2026.
115 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on CenterStar Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.