Jupiter Topco LLC’s Lam Research LRCX Stock Holding History

Jupiter Topco 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	$4.28B	Buy	+9,884,116	New	+$3B	1.75%	8

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jupiter Topco LLC's LRCX Position: Q2 2026 in Review

Jupiter Topco LLC opened a new position in Lam Research (LRCX) in Q2 2026: 9,884,116 shares worth $4.28B. The stake represents 1.75% of the portfolio and ranks #8 among its holdings.

2,988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Jupiter Topco LLC held 9,884,116 shares of Lam Research worth $4.28B as of Q2 2026.
Lam Research was a new Jupiter Topco LLC position in Q2 2026.
Lam Research made up 1.75% of Jupiter Topco LLC's portfolio in Q2 2026, its #8 holding.
2,988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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