Spinecap SAS’s Lam Research LRCX Stock Holding History

Spinecap SAS’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 Q4	–	Sell	-265,049	Closed	-$35.5M	–	15
2025 Q3	$35.5M	Sell	265,049 -67,950	-20%	-$7.19M	15.62%	3
2025 Q2	$32.4M	Buy	+332,999	New	+$26.4M	16.87%	1
2023 Q4	$8.47M	Buy	+108,120	New	+$7.37M	15.99%	4

Other funds holding LRCX

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Spinecap SAS's LRCX Position: Q4 2025 in Review

Spinecap SAS sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 265,049 shares — an estimated $35.5M sold.

Spinecap SAS first reported a position in LRCX in Q4 2023 and held it in 3 quarters. The position peaked at $35.5M in Q3 2025. 2,387 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Spinecap SAS reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Spinecap SAS sold 265,049 Lam Research shares in Q4 2025, an estimated $35.5M.
Spinecap SAS first reported a position in Lam Research in Q4 2023 and held it in 3 quarters.
Spinecap SAS's Lam Research position peaked at $35.5M in Q3 2025.
2,387 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Spinecap SAS's 13F filing for Q4 2025, filed 19 Feb 2026.