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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
2026
Q2 		$9.69M Buy
+22,365
New +$6.79M 0.8% 44
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
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 $3.37T AUM 44.26% 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

Thames Capital Management's LRCX Position: Q2 2026 in Review

Thames Capital Management opened a new position in Lam Research (LRCX) in Q2 2026: 22,365 shares worth $9.69M. The stake represents 0.8% of the portfolio and ranks #44 among its holdings. This is a return to the name: Thames Capital Management previously reported a position in LRCX as recently as Q2 2024.

Thames Capital Management first reported a position in LRCX in Q1 2021 and has held it in 5 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Thames Capital Management held 22,365 shares of Lam Research worth $9.69M as of Q2 2026.
  • Lam Research was a new Thames Capital Management position in Q2 2026.
  • Lam Research made up 0.8% of Thames Capital Management's portfolio in Q2 2026, its #44 holding.
  • Thames Capital Management first reported a position in Lam Research in Q1 2021 and has held it in 5 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.