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 Q2	$49.4M	Buy	114,000 +4,000	+4%	+$1.21M	0.87%	35
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 $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

Summit Partners Public Asset Management's LRCX Position: Q2 2026 in Review

Summit Partners Public Asset Management increased its Lam Research (LRCX) stake by 3.6% in Q2 2026, buying an estimated $1.21M and bringing the position to 114,000 shares worth $49.4M. The position accounts for 0.87% of the portfolio, ranked #35.

Summit Partners Public Asset Management first reported a position in LRCX in Q1 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Summit Partners Public Asset Management held 114,000 shares of Lam Research worth $49.4M as of Q2 2026.
Summit Partners Public Asset Management bought 4,000 Lam Research shares in Q2 2026, an estimated $1.21M.
Lam Research made up 0.87% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #35 holding.
Summit Partners Public Asset Management first reported a position in Lam Research in Q1 2025 and has held it in 5 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.