Parthenon LLC
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Parthenon LLC’s Lam Research LRCX Stock Holding History

Parthenon 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
Q3 		$846K Hold
2,575
– – 0.09% 80
2026
Q2 		$1.12M Sell
2,575
-85
-3% -$25.8K 0.12% 74
2026
Q1 		$568K Hold
2,660
– – 0.07% 90
2025
Q4 		$455K Hold
2,660
– – 0.05% 98
2025
Q3 		$356K Buy
+2,660
New +$282K 0.04% 104
2024
Q3 		– Sell
-2,160
Closed -$230K – 128
2024
Q2 		$230K Hold
2,160
– – 0.03% 116
2024
Q1 		$210K Buy
+2,160
New +$190K 0.03% 119

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Parthenon LLC's LRCX Position: Q3 2026 in Review

Parthenon LLC held its Lam Research (LRCX) position steady in Q3 2026 at 2,575 shares worth $846K. The position accounts for 0.09% of the portfolio, ranked #80.

Parthenon LLC first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Parthenon LLC held 2,575 shares of Lam Research worth $846K as of Q3 2026.
  • Parthenon LLC left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.09% of Parthenon LLC's portfolio in Q3 2026, its #80 holding.
  • Parthenon LLC first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • Parthenon LLC's Lam Research position peaked at $1.12M in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Parthenon LLC's 13F filing for Q3 2026, filed 22 Oct 2026.