E20 Capital’s Lam Research LRCX Stock Holding History

E20 Capital’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	$22.5M	Buy	+51,894	New	+$15.8M	1.81%	15
2026 Q1	–	Sell	-30,282	Closed	-$5.18M	–	28
2025 Q4	$5.18M	Buy	+30,282	New	+$4.71M	1.87%	13

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

E20 Capital's LRCX Position: Q2 2026 in Review

E20 Capital opened a new position in Lam Research (LRCX) in Q2 2026: 51,894 shares worth $22.5M. The stake represents 1.81% of the portfolio and ranks #15 among its holdings. This is a return to the name: E20 Capital previously reported a position in LRCX as recently as Q4 2025.

E20 Capital first reported a position in LRCX in Q4 2025 and has held it in 2 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

E20 Capital held 51,894 shares of Lam Research worth $22.5M as of Q2 2026.
Lam Research was a new E20 Capital position in Q2 2026.
Lam Research made up 1.81% of E20 Capital's portfolio in Q2 2026, its #15 holding.
E20 Capital first reported a position in Lam Research in Q4 2025 and has held it in 2 quarters since.
3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on E20 Capital's 13F filing for Q2 2026, filed 13 Aug 2026.