Tairen Capital’s Lam Research LRCX Stock Holding History

Tairen Capital’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	$260K	Sell	600 -139,439	-100%	-$42.3M	0.02%	43
2026 Q1	$29.9M	Buy	+140,039	New	+$31.3M	3.24%	13
2025 Q4	–	Sell	-7,350	Closed	-$984K	–	71
2025 Q3	$984K	Buy	+7,350	New	+$778K	0.11%	54
2024 Q3	–	Sell	-1,636,050	Closed	-$174M	–	68
2024 Q2	$174M	Buy	1,636,050 +1,089,730	+199%	+$105M	6.25%	6
2024 Q1	$53.1M	Buy	+546,320	New	+$48.1M	3.25%	11
2023 Q3	–	Sell	-274,960	Closed	-$17.7M	–	29
2023 Q2	$17.7M	Buy	+274,960	New	+$15.5M	0.56%	24
2022 Q1	–	Sell	-7,000	Closed	-$503K	–	49
2021 Q4	$503K	Buy	+7,000	New	+$439K	0.08%	43
2021 Q2	–	Sell	-106,000	Closed	-$6.31M	–	40
2021 Q1	$6.31M	Buy	+106,000	New	+$5.78M	0.72%	25
2019 Q4	–	Sell	-512,000	Closed	-$11.8M	–	34
2019 Q3	$11.8M	Buy	+512,000	New	+$10.8M	1.74%	17

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 $3.37T AUM 44.26% 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

Tairen Capital's LRCX Position: Q2 2026 in Review

Tairen Capital reduced its Lam Research (LRCX) stake by 100% in Q2 2026, selling an estimated $42.3M and leaving 600 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #43.

Tairen Capital first reported a position in LRCX in Q3 2019 and has held it in 9 quarters since. The position peaked at $174M in Q2 2024. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Tairen Capital held 600 shares of Lam Research worth $260K as of Q2 2026.
Tairen Capital sold 139,439 Lam Research shares in Q2 2026, an estimated $42.3M.
Lam Research made up 0.02% of Tairen Capital's portfolio in Q2 2026, its #43 holding.
Tairen Capital first reported a position in Lam Research in Q3 2019 and has held it in 9 quarters since.
Tairen Capital's Lam Research position peaked at $174M in Q2 2024.
3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Tairen Capital's 13F filing for Q2 2026, filed 13 Aug 2026.