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Maytus Capital Management’s Lam Research LRCX Stock Holding History

Maytus Capital 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
Q2 		$21.7M Buy
+50,000
New +$15.2M 3.41% 7
2025
Q4 		– Sell
-64,034
Closed -$8.57M – 74
2025
Q3 		$8.57M Sell
64,034
-62,664
-49% -$6.64M 1.84% 19
2025
Q2 		$12.3M Sell
126,698
-70,404
-36% -$5.58M 2.27% 12
2025
Q1 		$14.3M Sell
197,102
-2,898
-1% -$228K 4.41% 2
2024
Q4 		$14.4M Buy
+200,000
New +$15.2M 5.05% 2
2024
Q3 		– Sell
-112,940
Closed -$12M – 60
2024
Q2 		$12M Sell
112,940
-17,060
-13% -$1.64M 4.3% 2
2024
Q1 		$12.6M Buy
130,000
+40,000
+44% +$3.52M 5.35% 4
2023
Q4 		$7.05M Buy
90,000
+10,000
+13% +$682K 2.82% 12
2023
Q3 		$5.01M Buy
80,000
+25,000
+45% +$1.64M 2.79% 16
2023
Q2 		$3.54M Buy
+55,000
New +$3.1M 1.74% 23
2021
Q1 		– Sell
-100,000
Closed -$4.72M – 48
2020
Q4 		$4.72M Buy
+100,000
New +$4.21M 2.02% 22
2020
Q2 		– Sell
-240,000
Closed -$5.76M – 49
2020
Q1 		$5.76M Buy
+240,000
New +$6.91M 3.49% 9
2019
Q4 		– Sell
-140,000
Closed -$3.24M – 56
2019
Q3 		$3.24M Buy
140,000
+30,000
+27% +$630K 1.56% 34
2019
Q2 		$2.07M Buy
+110,000
New +$2.09M 1% 42

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

Maytus Capital Management's LRCX Position: Q2 2026 in Review

Maytus Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 50,000 shares worth $21.7M. The stake represents 3.41% of the portfolio and ranks #7 among its holdings. This is a return to the name: Maytus Capital Management previously reported a position in LRCX as recently as Q3 2025.

Maytus Capital Management first reported a position in LRCX in Q2 2019 and has held it in 14 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Maytus Capital Management held 50,000 shares of Lam Research worth $21.7M as of Q2 2026.
  • Lam Research was a new Maytus Capital Management position in Q2 2026.
  • Lam Research made up 3.41% of Maytus Capital Management's portfolio in Q2 2026, its #7 holding.
  • Maytus Capital Management first reported a position in Lam Research in Q2 2019 and has held it in 14 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Maytus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.