Pinpoint Asset Management’s Lam Research LRCX Stock Holding History

Pinpoint Asset 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
2025 Q1	$1.31M	Buy	+18,084	New	+$1.42M	0.23%	37
2020 Q3	–	Sell	-212,000	Closed	-$6.86M	–	45
2020 Q2	$6.86M	Buy	+212,000	New	+$5.78M	1.98%	10

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinpoint Asset Management's LRCX Position: Q1 2025 in Review

Pinpoint Asset Management opened a new position in Lam Research (LRCX) in Q1 2025: 18,084 shares worth $1.31M. The stake represents 0.23% of the portfolio and ranks #37 among its holdings. This is a return to the name: Pinpoint Asset Management previously reported a position in LRCX as recently as Q2 2020.

Pinpoint Asset Management first reported a position in LRCX in Q2 2020 and has held it in 2 quarters since. The position peaked at $6.86M in Q2 2020. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Pinpoint Asset Management held 18,084 shares of Lam Research worth $1.31M as of Q1 2025.
Lam Research was a new Pinpoint Asset Management position in Q1 2025.
Lam Research made up 0.23% of Pinpoint Asset Management's portfolio in Q1 2025, its #37 holding.
Pinpoint Asset Management first reported a position in Lam Research in Q2 2020 and has held it in 2 quarters since.
Pinpoint Asset Management's Lam Research position peaked at $6.86M in Q2 2020.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Pinpoint Asset Management's 13F filing for Q1 2025, filed 12 May 2025.