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Dara Capital US’s Lam Research LRCX Stock Holding History

Dara Capital US’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
Q2 		$8.22M Buy
18,964
+4,341
+30% +$1.32M 5.67% 6
2026
Q1 		$3.12M Buy
14,623
+560
+4% +$125K 2.96% 10
2025
Q4 		$2.41M Buy
+14,063
New +$2.19M 2.13% 11

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dara Capital US's LRCX Position: Q2 2026 in Review

Dara Capital US increased its Lam Research (LRCX) stake by 30% in Q2 2026, buying an estimated $1.32M and bringing the position to 18,964 shares worth $8.22M. The position accounts for 5.67% of the portfolio, ranked #6.

Dara Capital US first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Dara Capital US held 18,964 shares of Lam Research worth $8.22M as of Q2 2026.
  • Dara Capital US bought 4,341 Lam Research shares in Q2 2026, an estimated $1.32M.
  • Lam Research made up 5.67% of Dara Capital US's portfolio in Q2 2026, its #6 holding.
  • Dara Capital US first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Dara Capital US's 13F filing for Q2 2026, filed 23 Jul 2026.