Lighthouse Investment Partners’s Lam Research LRCX Stock Holding History

Lighthouse Investment Partners’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	$9.84M	Buy	+22,698	New	+$6.89M	0.27%	100
2025 Q4	–	Sell	-1,510	Closed	-$202K	–	978
2025 Q3	$202K	Sell	1,510 -3,656	-71%	-$387K	0.01%	584
2025 Q2	$503K	Buy	+5,166	New	+$410K	0.02%	454
2024 Q4	–	Sell	-5,000	Closed	-$408K	–	586
2024 Q3	$408K	Sell	5,000 -10,000	-67%	-$869K	0.02%	385
2024 Q2	$1.6M	Buy	+15,000	New	+$1.44M	0.06%	248
2023 Q4	–	Sell	-80,150	Closed	-$5.02M	–	375
2023 Q3	$5.02M	Sell	80,150 -15,770	-16%	-$1.04M	0.21%	111
2023 Q2	$6.17M	Buy	+95,920	New	+$5.41M	0.33%	75

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's LRCX Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Lam Research (LRCX) in Q2 2026: 22,698 shares worth $9.84M. The stake represents 0.27% of the portfolio and ranks #100 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in LRCX as recently as Q3 2025.

Lighthouse Investment Partners first reported a position in LRCX in Q2 2023 and has held it in 7 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Lighthouse Investment Partners held 22,698 shares of Lam Research worth $9.84M as of Q2 2026.
Lam Research was a new Lighthouse Investment Partners position in Q2 2026.
Lam Research made up 0.27% of Lighthouse Investment Partners's portfolio in Q2 2026, its #100 holding.
Lighthouse Investment Partners first reported a position in Lam Research in Q2 2023 and has held it in 7 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.