Sassicaia Capital Advisers’s Lam Research LRCX Stock Holding History

Sassicaia Capital Advisers’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	$1.25M	Buy	+2,884	New	+$875K	0.55%	16
2023 Q3	–	Sell	-15,000	Closed	-$964K	–	19
2023 Q2	$964K	Buy	+15,000	New	+$845K	0.83%	16
2022 Q3	–	Sell	-10,000	Closed	-$426K	–	9
2022 Q2	$426K	Buy	+10,000	New	+$476K	2.65%	9
2021 Q4	–	Sell	-20,000	Closed	-$1.14M	–	33
2021 Q3	$1.14M	Buy	+20,000	New	+$1.22M	3.22%	12
2021 Q2	–	Sell	-21,000	Closed	-$1.25M	–	54
2021 Q1	$1.25M	Buy	+21,000	New	+$1.14M	0.71%	22

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sassicaia Capital Advisers's LRCX Position: Q2 2026 in Review

Sassicaia Capital Advisers opened a new position in Lam Research (LRCX) in Q2 2026: 2,884 shares worth $1.25M. The stake represents 0.55% of the portfolio and ranks #16 among its holdings. This is a return to the name: Sassicaia Capital Advisers previously reported a position in LRCX as recently as Q2 2023.

Sassicaia Capital Advisers first reported a position in LRCX in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2021. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Sassicaia Capital Advisers held 2,884 shares of Lam Research worth $1.25M as of Q2 2026.
Lam Research was a new Sassicaia Capital Advisers position in Q2 2026.
Lam Research made up 0.55% of Sassicaia Capital Advisers's portfolio in Q2 2026, its #16 holding.
Sassicaia Capital Advisers first reported a position in Lam Research in Q1 2021 and has held it in 5 quarters since.
Sassicaia Capital Advisers's Lam Research position peaked at $1.25M in Q1 2021.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Sassicaia Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.