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Polymer Capital Management (HK)’s Lam Research LRCX Stock Holding History

Polymer Capital Management (HK)’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 		$12.9M Buy
+29,776
New +$9.04M 0.65% 21
2024
Q2 		– Sell
-16,660
Closed -$1.62M – 211
2024
Q1 		$1.62M Buy
16,660
+3,860
+30% +$340K 0.41% 66
2023
Q4 		$1M Buy
+12,800
New +$872K 0.35% 67

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 $3.38T AUM 44.17% 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

Polymer Capital Management (HK)'s LRCX Position: Q2 2026 in Review

Polymer Capital Management (HK) opened a new position in Lam Research (LRCX) in Q2 2026: 29,776 shares worth $12.9M. The stake represents 0.65% of the portfolio and ranks #21 among its holdings. This is a return to the name: Polymer Capital Management (HK) previously reported a position in LRCX as recently as Q1 2024.

Polymer Capital Management (HK) first reported a position in LRCX in Q4 2023 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Polymer Capital Management (HK) held 29,776 shares of Lam Research worth $12.9M as of Q2 2026.
  • Lam Research was a new Polymer Capital Management (HK) position in Q2 2026.
  • Lam Research made up 0.65% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #21 holding.
  • Polymer Capital Management (HK) first reported a position in Lam Research in Q4 2023 and has held it in 3 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.