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Nishkama Capital LLC’s Lam Research LRCX Stock Holding History

Nishkama Capital LLC’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 		$23M Buy
+52,980
New +$16.1M 0.71% 31
2023
Q4 		– Sell
-168,730
Closed -$10.6M – 79
2023
Q3 		$10.6M Buy
+168,730
New +$11.1M 3.45% 12
2020
Q3 		– Sell
-97,180
Closed -$3.14M – 38
2020
Q2 		$3.14M Buy
+97,180
New +$2.65M 1.33% 17

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

Nishkama Capital LLC's LRCX Position: Q2 2026 in Review

Nishkama Capital LLC opened a new position in Lam Research (LRCX) in Q2 2026: 52,980 shares worth $23M. The stake represents 0.71% of the portfolio and ranks #31 among its holdings. This is a return to the name: Nishkama Capital LLC previously reported a position in LRCX as recently as Q3 2023.

Nishkama Capital LLC first reported a position in LRCX in Q2 2020 and has held it in 3 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Nishkama Capital LLC held 52,980 shares of Lam Research worth $23M as of Q2 2026.
  • Lam Research was a new Nishkama Capital LLC position in Q2 2026.
  • Lam Research made up 0.71% of Nishkama Capital LLC's portfolio in Q2 2026, its #31 holding.
  • Nishkama Capital LLC first reported a position in Lam Research in Q2 2020 and has held it in 3 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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