Thames Capital Management’s Lam Research LRCX Stock Holding History

Thames Capital 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
2024 Q3	–	Sell	-82,540	Closed	-$8.79M	–	41
2024 Q2	$8.79M	Buy	82,540 +24,750	+43%	+$2.37M	3.44%	15
2024 Q1	$5.61M	Buy	+57,790	New	+$5.08M	2.34%	20
2021 Q3	–	Sell	-10,910	Closed	-$710K	–	55
2021 Q2	$710K	Hold	10,910	–	–	0.17%	48
2021 Q1	$649K	Buy	+10,910	New	+$594K	0.15%	55

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Thames Capital Management's LRCX Position: Q3 2024 in Review

Thames Capital Management sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 82,540 shares — an estimated $8.79M sold.

Thames Capital Management first reported a position in LRCX in Q1 2021 and held it in 4 quarters. The position peaked at $8.79M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Thames Capital Management reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Thames Capital Management sold 82,540 Lam Research shares in Q3 2024, an estimated $8.79M.
Thames Capital Management first reported a position in Lam Research in Q1 2021 and held it in 4 quarters.
Thames Capital Management's Lam Research position peaked at $8.79M in Q2 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Thames Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.