LECAP Asset Management
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LECAP Asset Management’s Lam Research LRCX Stock Holding History

LECAP Asset 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
Q3 		– Sell
-984
Closed -$426K – 335
2026
Q2 		$426K Buy
+984
New +$299K 0.18% 200
2025
Q1 		– Sell
-50,124
Closed -$3.62M – 352
2024
Q4 		$3.62M Sell
50,124
-896
-2% -$68K 0.98% 6
2024
Q3 		$4.16M Buy
51,020
+25,220
+98% +$2.19M 0.9% 10
2024
Q2 		$2.75M Buy
+25,800
New +$2.47M 0.59% 48
2024
Q1 		– Sell
-15,160
Closed -$1.19M – 349
2023
Q4 		$1.19M Buy
+15,160
New +$1.03M 0.43% 82

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

LECAP Asset Management's LRCX Position: Q3 2026 in Review

LECAP Asset Management sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 984 shares — an estimated $426K sold.

LECAP Asset Management first reported a position in LRCX in Q4 2023 and held it in 5 quarters. The position peaked at $4.16M in Q3 2024. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • LECAP Asset Management reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • LECAP Asset Management sold 984 Lam Research shares in Q3 2026, an estimated $426K.
  • LECAP Asset Management first reported a position in Lam Research in Q4 2023 and held it in 5 quarters.
  • LECAP Asset Management's Lam Research position peaked at $4.16M in Q3 2024.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.