Driehaus Capital Management’s Lam Research LRCX Stock Holding History

Driehaus Capital 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 Q1	$569K	Sell	2,663 -614	-19%	-$137K	﹤0.01%	334
2025 Q4	$561K	Sell	3,277 -42,386	-93%	-$6.59M	﹤0.01%	368
2025 Q3	$6.11M	Sell	45,663 -529,872	-92%	-$56.1M	0.04%	316
2025 Q2	$56M	Buy	+575,535	New	+$45.6M	0.45%	72
2023 Q3	–	Sell	-16,600	Closed	-$1.07M	–	425
2023 Q2	$1.07M	Buy	+16,600	New	+$936K	0.01%	316
2021 Q1	–	Sell	-8,490	Closed	-$401K	–	482
2020 Q4	$401K	Sell	8,490 -9,640	-53%	-$406K	0.01%	378
2020 Q3	$601K	Buy	18,130 +4,130	+30%	+$142K	0.01%	319
2020 Q2	$453K	Buy	+14,000	New	+$382K	0.01%	322
2018 Q2	–	Sell	-9,910	Closed	-$201K	–	515
2018 Q1	$201K	Sell	9,910 -10,080	-50%	-$200K	0.01%	476
2017 Q4	$368K	Sell	19,990 -28,400	-59%	-$558K	0.01%	446
2017 Q3	$895K	Sell	48,390 -15,310	-24%	-$248K	0.03%	332
2017 Q2	$901K	Sell	63,700 -18,490	-22%	-$271K	0.03%	359
2017 Q1	$1.05M	Sell	82,190 -27,290	-25%	-$321K	0.04%	351
2016 Q4	$1.16M	Buy	+109,480	New	+$1.11M	0.04%	334

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Driehaus Capital Management's LRCX Position: Q1 2026 in Review

Driehaus Capital Management reduced its Lam Research (LRCX) stake by 19% in Q1 2026, selling an estimated $137K and leaving 2,663 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Driehaus Capital Management first reported a position in LRCX in Q4 2016 and has held it in 14 quarters since. The position peaked at $56M in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Driehaus Capital Management held 2,663 shares of Lam Research worth $569K as of Q1 2026.
Driehaus Capital Management sold 614 Lam Research shares in Q1 2026, an estimated $137K.
Lam Research made up ﹤0.01% of Driehaus Capital Management's portfolio in Q1 2026, its #334 holding.
Driehaus Capital Management first reported a position in Lam Research in Q4 2016 and has held it in 14 quarters since.
Driehaus Capital Management's Lam Research position peaked at $56M in Q2 2025.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Driehaus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.