Summit Partners Public Asset Management’s Lam Research LRCX Stock Holding History

Summit Partners Public 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
2026 Q1	$23.5M	Sell	110,000 -22,000	-17%	-$4.92M	0.63%	53
2025 Q4	$22.6M	Buy	+132,000	New	+$20.5M	0.47%	70
2025 Q3	–	Sell	-46,500	Closed	-$4.53M	–	202
2025 Q2	$4.53M	Sell	46,500 -225,500	-83%	-$17.9M	0.11%	113
2025 Q1	$19.8M	Buy	+272,000	New	+$21.4M	0.51%	69

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Summit Partners Public Asset Management's LRCX Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its Lam Research (LRCX) stake by 17% in Q1 2026, selling an estimated $4.92M and leaving 110,000 shares worth $23.5M. The position accounts for 0.63% of the portfolio, ranked #53.

Summit Partners Public Asset Management first reported a position in LRCX in Q1 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Summit Partners Public Asset Management held 110,000 shares of Lam Research worth $23.5M as of Q1 2026.
Summit Partners Public Asset Management sold 22,000 Lam Research shares in Q1 2026, an estimated $4.92M.
Lam Research made up 0.63% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #53 holding.
Summit Partners Public Asset Management first reported a position in Lam Research in Q1 2025 and has held it in 4 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.