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Marlowe Partners’s Lam Research LRCX Stock Holding History

Marlowe 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
2024
Q3 		$6.83M Buy
83,730
+6,000
+8% +$522K 26.17% 2
2024
Q2 		$8.28M Sell
77,730
-10,360
-12% -$994K 23.26% 3
2024
Q1 		$8.56M Sell
88,090
-24,220
-22% -$2.13M 22.52% 3
2023
Q4 		$8.8M Sell
112,310
-30,410
-21% -$2.07M 23.89% 1
2023
Q3 		$8.95M Buy
142,720
+1,930
+1% +$127K 27.43% 2
2023
Q2 		$9.05M Sell
140,790
-156,100
-53% -$8.8M 21.12% 2
2023
Q1 		$15.7M Sell
296,890
-102,980
-26% -$5.05M 21.37% 1
2022
Q4 		$16.8M Sell
399,870
-67,410
-14% -$2.82M 22.62% 1
2022
Q3 		$17.1M Sell
467,280
-66,860
-13% -$2.98M 20.46% 3
2022
Q2 		$22.8M Buy
534,140
+14,190
+3% +$676K 23.62% 1
2022
Q1 		$28M Sell
519,950
-78,520
-13% -$4.57M 20.86% 1
2021
Q4 		$43M Buy
598,470
+15,740
+3% +$987K 24.4% 1
2021
Q3 		$33.2M Hold
582,730
– – 19.74% 2
2021
Q2 		$37.9M Sell
582,730
-66,230
-10% -$4.18M 24.66% 1
2021
Q1 		$38.6M Sell
648,960
-23,120
-3% -$1.26M 22.86% 1
2020
Q4 		$31.7M Hold
672,080
– – 17.02% 2
2020
Q3 		$22.3M Sell
672,080
-17,230
-2% -$594K 12.96% 3
2020
Q2 		$22.3M Hold
689,310
– – 13.26% 2
2020
Q1 		$16.5M Sell
689,310
-39,110
-5% -$1.13M 11.2% 2
2019
Q4 		$21.3M Sell
728,420
-17,910
-2% -$476K 11.06% 2
2019
Q3 		$17.2M Sell
746,330
-862,100
-54% -$18.1M 9.4% 4
2019
Q2 		$30.2M Hold
1,608,430
– – 17.46% 1
2019
Q1 		$28.8M Sell
1,608,430
-330,140
-17% -$5.51M 19.97% 2
2018
Q4 		$26.4M Sell
1,938,570
-399,080
-17% -$5.72M 23.74% 2
2018
Q3 		$35.5M Buy
2,337,650
+1,043,770
+81% +$17.8M 25.47% 1
2018
Q2 		$22.4M Buy
1,293,880
+699,460
+118% +$13.5M 16.54% 3
2018
Q1 		$12.1M Buy
+594,420
New +$11.8M 12.57% 4

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marlowe Partners's LRCX Position: Q3 2024 in Review

Marlowe Partners increased its Lam Research (LRCX) stake by 7.7% in Q3 2024, buying an estimated $522K and bringing the position to 83,730 shares worth $6.83M. The position accounts for 26.17% of the portfolio, ranked #2.

Marlowe Partners first reported a position in LRCX in Q1 2018 and has held it in 27 quarters since. The position peaked at $43M in Q4 2021. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • Marlowe Partners held 83,730 shares of Lam Research worth $6.83M as of Q3 2024.
  • Marlowe Partners bought 6,000 Lam Research shares in Q3 2024, an estimated $522K.
  • Lam Research made up 26.17% of Marlowe Partners's portfolio in Q3 2024, its #2 holding.
  • Marlowe Partners first reported a position in Lam Research in Q1 2018 and has held it in 27 quarters since.
  • Marlowe Partners's Lam Research position peaked at $43M in Q4 2021.
  • 1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Marlowe Partners's 13F filing for Q3 2024, filed 13 Nov 2024.