Clear Street’s Lam Research LRCX Stock Holding History

Clear Street's LRCX Position: Q2 2026 in Review

Clear Street increased its Lam Research (LRCX) stake by 130% in Q2 2026, buying an estimated $67.7M and bringing the position to 394,705 shares worth $171M. The position accounts for 0.43% of the portfolio, ranked #33.

Clear Street first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

• Clear Street held 394,705 shares of Lam Research worth $171M as of Q2 2026.
• Clear Street bought 223,071 Lam Research shares in Q2 2026, an estimated $67.7M.
• Lam Research made up 0.43% of Clear Street's portfolio in Q2 2026, its #33 holding.
• Clear Street first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
• 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.