Himension Capital (Singapore)’s Lam Research LRCX Stock Holding History

Himension Capital (Singapore)’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	$10.9M	Buy	50,858 +2,469	+5%	+$552K	0.83%	23
2025 Q4	$8.28M	Sell	48,389 -28,329	-37%	-$4.41M	0.51%	24
2025 Q3	$10.3M	Sell	76,718 -9,333	-11%	-$988K	0.63%	22
2025 Q2	$8.38M	Sell	86,051 -21,880	-20%	-$1.74M	0.65%	21
2025 Q1	$7.85M	Sell	107,931 -4,414	-4%	-$348K	0.67%	20
2024 Q4	$8.11M	Buy	112,345 +101,915	+977%	+$7.73M	0.56%	18
2024 Q3	$851K	Buy	+10,430	New	+$907K	0.07%	30
2024 Q2	–	Sell	-57,690	Closed	-$5.6M	–	58
2024 Q1	$5.6M	Buy	+57,690	New	+$5.08M	0.42%	20
2023 Q4	–	Sell	-9,250	Closed	-$580K	–	70
2023 Q3	$580K	Buy	+9,250	New	+$608K	0.06%	41

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

Himension Capital (Singapore)'s LRCX Position: Q1 2026 in Review

Himension Capital (Singapore) increased its Lam Research (LRCX) stake by 5.1% in Q1 2026, buying an estimated $552K and bringing the position to 50,858 shares worth $10.9M. The position accounts for 0.83% of the portfolio, ranked #23.

Himension Capital (Singapore) first reported a position in LRCX in Q3 2023 and has held it in 9 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Himension Capital (Singapore) held 50,858 shares of Lam Research worth $10.9M as of Q1 2026.
Himension Capital (Singapore) bought 2,469 Lam Research shares in Q1 2026, an estimated $552K.
Lam Research made up 0.83% of Himension Capital (Singapore)'s portfolio in Q1 2026, its #23 holding.
Himension Capital (Singapore) first reported a position in Lam Research in Q3 2023 and has held it in 9 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Himension Capital (Singapore)'s 13F filing for Q1 2026, filed 12 May 2026.