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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200,000
Closed -$14.5M – 168
2025
Q1 		$14.5M Buy
+200,000
New +$15.7M 0.37% 83
2019
Q4 		– Sell
-60,000
Closed -$1.39M – 101
2019
Q3 		$1.39M Buy
+60,000
New +$1.26M 0.14% 104

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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.