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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.53M Sell
46,500
-225,500
-83% -$22M 0.11% 59
2025
Q1 		$19.8M Buy
+272,000
New +$19.8M 0.51% 38
2019
Q4 		– Hold
0
– – – 81
2019
Q3 		– Hold
0
– – – 92