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Jackson Square Capital’s Lam Research LRCX Stock Holding History

Jackson Square 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 		$17.9M Buy
41,406
+3,913
+10% +$1.19M 2.5% 11
2026
Q1 		$8.01M Buy
37,493
+11,002
+42% +$2.46M 1.68% 20
2025
Q4 		$4.53M Buy
26,491
+1,537
+6% +$239K 0.9% 28
2025
Q3 		$3.34M Sell
24,954
-5,271
-17% -$558K 0.73% 38
2025
Q2 		$2.94M Sell
30,225
-93
-0.3% -$7.38K 0.65% 45
2025
Q1 		$2.2M Sell
30,318
-156
-0.5% -$12.3K 0.72% 33
2024
Q4 		$2.2M Sell
30,474
-866
-3% -$65.7K 0.53% 45
2024
Q3 		$2.56M Sell
31,340
-130
-0.4% -$11.3K 0.63% 39
2024
Q2 		$3.35M Sell
31,470
-20
-0.1% -$1.92K 0.82% 33
2024
Q1 		$3.06M Hold
31,490
– – 0.79% 41
2023
Q4 		$2.47M Buy
31,490
+690
+2% +$47K 0.79% 38
2023
Q3 		$1.93M Buy
30,800
+380
+1% +$25K 0.78% 34
2023
Q2 		$1.96M Sell
30,420
-1,580
-5% -$89.1K 0.79% 37
2023
Q1 		$1.7M Hold
32,000
– – 0.76% 40
2022
Q4 		$1.34M Sell
32,000
-18,890
-37% -$790K 0.63% 44
2022
Q3 		$1.86M Sell
50,890
-24,590
-33% -$1.09M 0.91% 32
2022
Q2 		$3.22M Buy
75,480
+500
+0.7% +$23.8K 1.36% 22
2022
Q1 		$4.03M Sell
74,980
-6,240
-8% -$363K 1.26% 21
2021
Q4 		$5.84M Sell
81,220
-200
-0.2% -$12.5K 1.68% 16
2021
Q3 		$4.63M Sell
81,420
-4,490
-5% -$273K 1.51% 22
2021
Q2 		$5.59M Sell
85,910
-4,770
-5% -$301K 1.8% 13
2021
Q1 		$5.4M Sell
90,680
-17,030
-16% -$928K 2.06% 8
2020
Q4 		$5.09M Buy
107,710
+19,640
+22% +$826K 1.96% 16
2020
Q3 		$2.92M Buy
88,070
+210
+0.2% +$7.24K 1.29% 32
2020
Q2 		$2.84M Buy
87,860
+15,440
+21% +$421K 1.44% 27
2020
Q1 		$1.74M Sell
72,420
-26,850
-27% -$773K 1.35% 28
2019
Q4 		$2.9M Buy
+99,270
New +$2.64M 1.67% 16

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

Jackson Square Capital's LRCX Position: Q2 2026 in Review

Jackson Square Capital increased its Lam Research (LRCX) stake by 10% in Q2 2026, buying an estimated $1.19M and bringing the position to 41,406 shares worth $17.9M. The position accounts for 2.5% of the portfolio, ranked #11.

Jackson Square Capital first reported a position in LRCX in Q4 2019 and has held it in 27 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Jackson Square Capital held 41,406 shares of Lam Research worth $17.9M as of Q2 2026.
  • Jackson Square Capital bought 3,913 Lam Research shares in Q2 2026, an estimated $1.19M.
  • Lam Research made up 2.5% of Jackson Square Capital's portfolio in Q2 2026, its #11 holding.
  • Jackson Square Capital first reported a position in Lam Research in Q4 2019 and has held it in 27 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.