Ninety One (UK)
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Ninety One (UK)’s Lam Research LRCX Stock Holding History

Ninety One (UK)’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 		$17.4M Buy
+40,068
New +$12.2M 0.04% 161
2024
Q3 		– Sell
-607,160
Closed -$64.7M – 204
2024
Q2 		$64.7M Buy
607,160
+132,580
+28% +$12.7M 0.18% 83
2024
Q1 		$46.1M Buy
474,580
+450
+0.1% +$39.6K 0.13% 100
2023
Q4 		$37.1M Sell
474,130
-246,740
-34% -$16.8M 0.11% 102
2023
Q3 		$45.2M Sell
720,870
-352,080
-33% -$23.1M 0.14% 94
2023
Q2 		$69M Sell
1,072,950
-367,410
-26% -$20.7M 0.2% 82
2023
Q1 		$76.4M Sell
1,440,360
-344,220
-19% -$16.9M 0.24% 81
2022
Q4 		$75M Sell
1,784,580
-3,250
-0.2% -$136K 0.24% 80
2022
Q3 		$65.4M Sell
1,787,830
-450,680
-20% -$20.1M 0.22% 86
2022
Q2 		$95.4M Sell
2,238,510
-23,700
-1% -$1.13M 0.28% 81
2022
Q1 		$122M Sell
2,262,210
-28,430
-1% -$1.66M 0.31% 76
2021
Q4 		$165M Sell
2,290,640
-8,400
-0.4% -$527K 0.39% 73
2021
Q3 		$131M Buy
2,299,040
+69,600
+3% +$4.23M 0.33% 77
2021
Q2 		$145M Sell
2,229,440
-82,090
-4% -$5.18M 0.38% 76
2021
Q1 		$138M Buy
2,311,530
+27,600
+1% +$1.5M 0.39% 72
2020
Q4 		$108M Buy
2,283,930
+7,900
+0.3% +$332K 0.33% 84
2020
Q3 		$75.5M Buy
2,276,030
+140,490
+7% +$4.84M 0.27% 85
2020
Q2 		$69.1M Sell
2,135,540
-107,960
-5% -$2.94M 0.24% 86
2020
Q1 		$53.8M Sell
2,243,500
-293,110
-12% -$8.44M 0.23% 86
2019
Q4 		$74.2M Sell
2,536,610
-34,040
-1% -$904K 0.25% 90
2019
Q3 		$59.4M Sell
2,570,650
-313,850
-11% -$6.59M 0.23% 94
2019
Q2 		$54.2M Buy
2,884,500
+18,440
+0.6% +$350K 0.21% 108
2019
Q1 		$51.3M Sell
2,866,060
-21,880
-0.8% -$365K 0.2% 111
2018
Q4 		$39.3M Sell
2,887,940
-480,300
-14% -$6.88M 0.17% 117
2018
Q3 		$51.1M Sell
3,368,240
-4,038,010
-55% -$69M 0.19% 103
2018
Q2 		$128M Buy
7,406,250
+652,900
+10% +$12.6M 0.64% 56
2018
Q1 		$137M Sell
6,753,350
-7,171,330
-52% -$142M 0.74% 52
2017
Q4 		$256M Sell
13,924,680
-409,020
-3% -$8.04M 1.05% 26
2017
Q3 		$265M Sell
14,333,700
-7,660
-0.1% -$124K 1.16% 25
2017
Q2 		$203M Sell
14,341,360
-9,136,840
-39% -$134M 0.97% 35
2017
Q1 		$301M Sell
23,478,200
-319,460
-1% -$3.76M 1.49% 12
2016
Q4 		$252M Sell
23,797,660
-403,040
-2% -$4.09M 1.31% 16
2016
Q3 		$229M Buy
24,200,700
+385,880
+2% +$3.51M 1.12% 24
2016
Q2 		$192M Buy
23,814,820
+6,383,380
+37% +$51.3M 0.99% 29
2016
Q1 		$144M Buy
+17,431,440
New +$127M 0.78% 47

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Ninety One (UK)'s LRCX Position: Q2 2026 in Review

Ninety One (UK) opened a new position in Lam Research (LRCX) in Q2 2026: 40,068 shares worth $17.4M. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Ninety One (UK) previously reported a position in LRCX as recently as Q2 2024.

Ninety One (UK) first reported a position in LRCX in Q1 2016 and has held it in 35 quarters since. The position peaked at $301M in Q1 2017. 522 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ninety One (UK) held 40,068 shares of Lam Research worth $17.4M as of Q2 2026.
  • Lam Research was a new Ninety One (UK) position in Q2 2026.
  • Lam Research made up 0.04% of Ninety One (UK)'s portfolio in Q2 2026, its #161 holding.
  • Ninety One (UK) first reported a position in Lam Research in Q1 2016 and has held it in 35 quarters since.
  • Ninety One (UK)'s Lam Research position peaked at $301M in Q1 2017.
  • 522 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.