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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
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.