Crosslink Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104M | Sell |
489,009
-83,698
| -15% | -$18.7M | 10.23% | 2 |
|
|
2025
Q4 | $98M | Sell |
572,707
-190,530
| -25% | -$29.6M | 7.59% | 2 |
|
|
2025
Q3 | $102M | Sell |
763,237
-52,603
| -6% | -$5.57M | 7.43% | 2 |
|
|
2025
Q2 | $79.4M | Buy |
815,840
+124,000
| +18% | +$9.83M | 4.52% | 2 |
|
|
2025
Q1 | $50.3M | Sell |
691,840
-32,990
| -5% | -$2.6M | 7.82% | 5 |
|
|
2024
Q4 | $52.4M | Buy |
724,830
+173,250
| +31% | +$13.1M | 7.28% | 5 |
|
|
2024
Q3 | $45M | Sell |
551,580
-4,110
| -0.7% | -$357K | 6.04% | 8 |
|
|
2024
Q2 | $59.2M | Buy |
555,690
+6,090
| +1% | +$584K | 8.26% | 3 |
|
|
2024
Q1 | $53.4M | Sell |
549,600
-175,390
| -24% | -$15.4M | 7.61% | 4 |
|
|
2023
Q4 | $56.8M | Sell |
724,990
-18,800
| -3% | -$1.28M | 8.43% | 3 |
|
|
2023
Q3 | $46.6M | Sell |
743,790
-7,000
| -0.9% | -$460K | 8.8% | 3 |
|
|
2023
Q2 | $48.3M | Buy |
750,790
+8,800
| +1% | +$496K | 7.98% | 5 |
|
|
2023
Q1 | $39.3M | Sell |
741,990
-119,200
| -14% | -$5.85M | 7.99% | 4 |
|
|
2022
Q4 | $36.2M | Buy |
861,190
+17,900
| +2% | +$749K | 8.73% | 4 |
|
|
2022
Q3 | $30.9M | Sell |
843,290
-37,400
| -4% | -$1.67M | 7.89% | 6 |
|
|
2022
Q2 | $37.5M | Buy |
880,690
+217,300
| +33% | +$10.3M | 10.85% | 2 |
|
|
2022
Q1 | $35.7M | Sell |
663,390
-1,700
| -0.3% | -$99K | 6.72% | 7 |
|
|
2021
Q4 | $47.8M | Sell |
665,090
-106,850
| -14% | -$6.7M | 7.56% | 6 |
|
|
2021
Q3 | $43.9M | Sell |
771,940
-2,300
| -0.3% | -$140K | 7.93% | 5 |
|
|
2021
Q2 | $50.4M | Sell |
774,240
-227,040
| -23% | -$14.3M | 8.33% | 4 |
|
|
2021
Q1 | $59.6M | Sell |
1,001,280
-27,900
| -3% | -$1.52M | 10.76% | 2 |
|
|
2020
Q4 | $53.1M | Buy |
1,029,180
+31,320
| +3% | +$1.32M | 8.12% | 5 |
|
|
2020
Q3 | $33.1M | Buy |
997,860
+189,600
| +23% | +$6.53M | 7.06% | 4 |
|
|
2020
Q2 | $26.1M | Buy |
808,260
+260,550
| +48% | +$7.11M | 5.39% | 7 |
|
|
2020
Q1 | $13.1M | Sell |
547,710
-119,800
| -18% | -$3.45M | 3.78% | 10 |
|
|
2019
Q4 | $19.5M | Buy |
667,510
+102,100
| +18% | +$2.71M | 4.43% | 9 |
|
|
2019
Q3 | $13.1M | Sell |
565,410
-43,900
| -7% | -$922K | 3.39% | 10 |
|
|
2019
Q2 | $11.4M | Sell |
609,310
-146,900
| -19% | -$2.79M | 2.61% | 13 |
|
|
2019
Q1 | $13.5M | Sell |
756,210
-41,820
| -5% | -$698K | 3.35% | 13 |
|
|
2018
Q4 | $10.9M | Buy |
798,030
+137,900
| +21% | +$1.98M | 3.07% | 15 |
|
|
2018
Q3 | $10M | Sell |
660,130
-136,900
| -17% | -$2.34M | 2.52% | 15 |
|
|
2018
Q2 | $13.8M | Sell |
797,030
-608,000
| -43% | -$11.7M | 3.45% | 12 |
|
|
2018
Q1 | $28.5M | Buy |
1,405,030
+384,700
| +38% | +$7.62M | 5.73% | 5 |
|
|
2017
Q4 | $18.8M | Buy |
1,020,330
+149,400
| +17% | +$2.94M | 3.61% | 12 |
|
|
2017
Q3 | $16.1M | Sell |
870,930
-307,800
| -26% | -$4.99M | 2.74% | 14 |
|
|
2017
Q2 | $16.7M | Sell |
1,178,730
-188,900
| -14% | -$2.77M | 2.7% | 16 |
|
|
2017
Q1 | $17.6M | Sell |
1,367,630
-659,500
| -33% | -$7.75M | 2.81% | 13 |
|
|
2016
Q4 | $21.4M | Sell |
2,027,130
-214,570
| -10% | -$2.18M | 3.43% | 8 |
|
|
2016
Q3 | $21.2M | Sell |
2,241,700
-374,200
| -14% | -$3.4M | 3.83% | 9 |
|
|
2016
Q2 | $22M | Buy |
2,615,900
+653,000
| +33% | +$5.25M | 3.96% | 7 |
|
|
2016
Q1 | $16.2M | Buy |
1,962,900
+198,700
| +11% | +$1.45M | 2.69% | 16 |
|
|
2015
Q4 | $14M | Sell |
1,764,200
-228,000
| -11% | -$1.71M | 2.02% | 19 |
|
|
2015
Q3 | $13M | Buy |
+1,992,200
| New | +$14.6M | 1.82% | 20 |
|
|
2015
Q1 | – | Sell |
-665,380
| Closed | -$5.28M | – | 45 |
|
|
2014
Q4 | $5.28M | Sell |
665,380
-620,000
| -48% | -$4.81M | 0.73% | 33 |
|
|
2014
Q3 | $9.6M | Sell |
1,285,380
-43,000
| -3% | -$307K | 1.23% | 27 |
|
|
2014
Q2 | $8.98M | Sell |
1,328,380
-58,000
| -4% | -$346K | 0.92% | 26 |
|
|
2014
Q1 | $7.63M | Sell |
1,386,380
-40,000
| -3% | -$212K | 0.74% | 31 |
|
|
2013
Q4 | $7.77M | Buy |
1,426,380
+680,380
| +91% | +$3.58M | 0.7% | 25 |
|
|
2013
Q3 | $3.82M | Buy |
+746,000
| New | +$3.65M | 0.3% | 40 |
|
Other funds holding LRCX
VCM
VPM
Crosslink Capital's LRCX Position: Q1 2026 in Review
Crosslink Capital reduced its Lam Research (LRCX) stake by 15% in Q1 2026, selling an estimated $18.7M and leaving 489,009 shares worth $104M. The position accounts for 10.23% of the portfolio, ranked #2.
Crosslink Capital first reported a position in LRCX in Q3 2013 and has held it in 49 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.
- Crosslink Capital held 489,009 shares of Lam Research worth $104M as of Q1 2026.
- Crosslink Capital sold 83,698 Lam Research shares in Q1 2026, an estimated $18.7M.
- Lam Research made up 10.23% of Crosslink Capital's portfolio in Q1 2026, its #2 holding.
- Crosslink Capital first reported a position in Lam Research in Q3 2013 and has held it in 49 quarters since.
- 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.
Based on Crosslink Capital's 13F filing for Q1 2026, filed 15 May 2026.