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Meridiem Capital Partners’s Lam Research LRCX Stock Holding History

Meridiem Capital 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
2025
Q3 		– Sell
-296,553
Closed -$28.9M – 86
2025
Q2 		$28.9M Buy
296,553
+227,877
+332% +$18.1M 2.04% 15
2025
Q1 		$4.99M Sell
68,676
-232,264
-77% -$18.3M 0.52% 47
2024
Q4 		$21.7M Buy
+300,940
New +$22.8M 1.91% 25

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridiem Capital Partners's LRCX Position: Q3 2025 in Review

Meridiem Capital Partners sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 296,553 shares — an estimated $28.9M sold.

Meridiem Capital Partners first reported a position in LRCX in Q4 2024 and held it in 3 quarters. The position peaked at $28.9M in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Meridiem Capital Partners reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • Meridiem Capital Partners sold 296,553 Lam Research shares in Q3 2025, an estimated $28.9M.
  • Meridiem Capital Partners first reported a position in Lam Research in Q4 2024 and held it in 3 quarters.
  • Meridiem Capital Partners's Lam Research position peaked at $28.9M in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Meridiem Capital Partners's 13F filing for Q3 2025, filed 13 Nov 2025.