Penserra Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$109M Sell
250,861
-31,489
-11% -$9.56M 0.84% 18
2026
Q1
$60.3M Buy
282,350
+8,200
+3% +$1.83M 0.71% 40
2025
Q4
$46.9M Sell
274,150
-79,310
-22% -$12.3M 0.56% 48
2025
Q3
$47.3M Buy
353,460
+102,497
+41% +$10.9M 0.57% 48
2025
Q2
$24.4M Buy
250,963
+5,713
+2% +$453K 0.34% 59
2025
Q1
$17.8M Buy
245,250
+60,344
+33% +$4.75M 0.32% 68
2024
Q4
$13.4M Buy
+184,906
New +$14M 0.24% 111
2024
Q3
Sell
-46,960
Closed -$5M 1225
2024
Q2
$5M Sell
46,960
-3,490
-7% -$335K 0.06% 221
2024
Q1
$4.9M Sell
50,450
-660
-1% -$58.1K 0.06% 222
2023
Q4
$4M Sell
51,110
-4,590
-8% -$313K 0.08% 187
2023
Q3
$3.49M Sell
55,700
-1,030
-2% -$67.7K 0.07% 190
2023
Q2
$3.65M Sell
56,730
-68,540
-55% -$3.86M 0.07% 193
2023
Q1
$6.64M Buy
125,270
+84,060
+204% +$4.13M 0.14% 115
2022
Q4
$1.73M Sell
41,210
-2,370
-5% -$99.1K 0.04% 374
2022
Q3
$1.59M Sell
43,580
-1,300
-3% -$57.9K 0.05% 301
2022
Q2
$1.91M Buy
44,880
+4,080
+10% +$194K 0.05% 300
2022
Q1
$2.19M Sell
40,800
-17,580
-30% -$1.02M 0.05% 326
2021
Q4
$4.2M Buy
58,380
+24,140
+71% +$1.51M 0.09% 277
2021
Q3
$1.95M Buy
34,240
+4,750
+16% +$289K 0.04% 356
2021
Q2
$1.92M Buy
29,490
+4,090
+16% +$258K 0.03% 344
2021
Q1
$1.51M Sell
25,400
-125,470
-83% -$6.84M 0.03% 326
2020
Q4
$7.12M Buy
150,870
+132,400
+717% +$5.57M 0.17% 133
2020
Q3
$610K Sell
18,470
-28,210
-60% -$972K 0.02% 300
2020
Q2
$1.51M Sell
46,680
-10,550
-18% -$288K 0.08% 216
2020
Q1
$1.52M Sell
57,230
-18,480
-24% -$532K 0.1% 196
2019
Q4
$2.21M Buy
75,710
+63,710
+531% +$1.69M 0.14% 164
2019
Q3
$275K Sell
12,000
-420
-3% -$8.82K 0.02% 376
2019
Q2
$233K Buy
12,420
+6,770
+120% +$128K 0.02% 391
2019
Q1
$101K Sell
5,650
-4,050
-42% -$67.6K 0.01% 450
2018
Q4
$131K Sell
9,700
-19,960
-67% -$286K 0.01% 330
2018
Q3
$449K Sell
29,660
-131,770
-82% -$2.25M 0.03% 316
2018
Q2
$2.79M Sell
161,430
-345,350
-68% -$6.65M 0.18% 99
2018
Q1
$10.3M Buy
506,780
+480,960
+1,863% +$9.53M 0.97% 36
2017
Q4
$475K Sell
25,820
-162,110
-86% -$3.19M 0.06% 126
2017
Q3
$3.48M Buy
187,930
+61,700
+49% +$1M 0.83% 26
2017
Q2
$1.78M Buy
126,230
+77,960
+162% +$1.14M 0.65% 37
2017
Q1
$619K Buy
48,270
+28,830
+148% +$339K 0.06% 95
2016
Q4
$204K Buy
19,440
+2,980
+18% +$30.3K 0.02% 199
2016
Q3
$155K Buy
16,460
+8,020
+95% +$73K 0.02% 185
2016
Q2
$71K Buy
8,440
+2,810
+50% +$22.6K 0.01% 246
2016
Q1
$45 Buy
5,630
+1,690
+43% +$12.3K ﹤0.01% 289
2015
Q4
$31K Buy
+3,940
New +$29.6K ﹤0.01% 325

Other funds holding LRCX

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

Penserra Capital Management reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $9.56M and leaving 250,861 shares worth $109M. The position accounts for 0.84% of the portfolio, ranked #18.

Penserra Capital Management first reported a position in LRCX in Q4 2015 and has held it in 42 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Penserra Capital Management held 250,861 shares of Lam Research worth $109M as of Q2 2026.
  • Penserra Capital Management sold 31,489 Lam Research shares in Q2 2026, an estimated $9.56M.
  • Lam Research made up 0.84% of Penserra Capital Management's portfolio in Q2 2026, its #18 holding.
  • Penserra Capital Management first reported a position in Lam Research in Q4 2015 and has held it in 42 quarters since.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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