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Palestra Capital Management’s Lam Research LRCX Stock Holding History

Palestra 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 		$169M Buy
+388,886
New +$118M 5.71% 9

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

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

Palestra Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 388,886 shares worth $169M. The stake represents 5.71% of the portfolio and ranks #9 among its holdings.

3,110 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Palestra Capital Management held 388,886 shares of Lam Research worth $169M as of Q2 2026.
  • Lam Research was a new Palestra Capital Management position in Q2 2026.
  • Lam Research made up 5.71% of Palestra Capital Management's portfolio in Q2 2026, its #9 holding.
  • 3,110 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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