Sands Capital Management
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Sands Capital Management’s Lam Research LRCX Stock Holding History

Sands 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
Q1 		$161M Buy
+755,222
New +$169M 0.63% 38
2024
Q4 		– Sell
-8,241,140
Closed -$673M – 76
2024
Q3 		$673M Sell
8,241,140
-3,255,960
-28% -$283M 2.04% 20
2024
Q2 		$1.22B Sell
11,497,100
-2,649,020
-19% -$254M 3.6% 7
2024
Q1 		$1.37B Sell
14,146,120
-2,655,700
-16% -$234M 3.84% 7
2023
Q4 		$1.32B Sell
16,801,820
-2,538,110
-13% -$173M 4% 6
2023
Q3 		$1.21B Sell
19,339,930
-1,710,530
-8% -$112M 4.13% 7
2023
Q2 		$1.35B Sell
21,050,460
-1,239,920
-6% -$69.9M 4.2% 4
2023
Q1 		$1.18B Sell
22,290,380
-1,292,680
-5% -$63.4M 3.89% 6
2022
Q4 		$991M Sell
23,583,060
-385,720
-2% -$16.1M 3.74% 6
2022
Q3 		$877M Buy
23,968,780
+5,196,790
+28% +$231M 3.29% 10
2022
Q2 		$800M Buy
18,771,990
+5,646,070
+43% +$269M 2.77% 11
2022
Q1 		$706M Sell
13,125,920
-771,660
-6% -$44.9M 1.62% 24
2021
Q4 		$999M Sell
13,897,580
-1,016,850
-7% -$63.7M 1.85% 22
2021
Q3 		$849M Buy
14,914,430
+266,830
+2% +$16.2M 1.42% 25
2021
Q2 		$953M Buy
14,647,600
+796,160
+6% +$50.3M 1.62% 23
2021
Q1 		$824M Sell
13,851,440
-101,610
-0.7% -$5.54M 1.59% 23
2020
Q4 		$659M Buy
+13,953,050
New +$587M 1.25% 29

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sands Capital Management's LRCX Position: Q1 2026 in Review

Sands Capital Management opened a new position in Lam Research (LRCX) in Q1 2026: 755,222 shares worth $161M. The stake represents 0.63% of the portfolio and ranks #38 among its holdings. This is a return to the name: Sands Capital Management previously reported a position in LRCX as recently as Q3 2024.

Sands Capital Management first reported a position in LRCX in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.37B in Q1 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Sands Capital Management held 755,222 shares of Lam Research worth $161M as of Q1 2026.
  • Lam Research was a new Sands Capital Management position in Q1 2026.
  • Lam Research made up 0.63% of Sands Capital Management's portfolio in Q1 2026, its #38 holding.
  • Sands Capital Management first reported a position in Lam Research in Q4 2020 and has held it in 17 quarters since.
  • Sands Capital Management's Lam Research position peaked at $1.37B in Q1 2024.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sands Capital Management's 13F filing for Q1 2026, filed 8 May 2026.