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Totem Point Management’s Lam Research LRCX Stock Holding History

Totem Point 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
Q1 		$4.01M Buy
+18,747
New +$4.19M 5.11% 10
2021
Q3 		– Sell
-143,230
Closed -$9.32M – 18
2021
Q2 		$9.32M Buy
143,230
+39,450
+38% +$2.49M 4.67% 14
2021
Q1 		$6.18M Buy
+103,780
New +$5.65M 2.73% 16

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

Totem Point Management's LRCX Position: Q1 2026 in Review

Totem Point Management opened a new position in Lam Research (LRCX) in Q1 2026: 18,747 shares worth $4.01M. The stake represents 5.11% of the portfolio and ranks #10 among its holdings. This is a return to the name: Totem Point Management previously reported a position in LRCX as recently as Q2 2021.

Totem Point Management first reported a position in LRCX in Q1 2021 and has held it in 3 quarters since. The position peaked at $9.32M in Q2 2021. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Totem Point Management held 18,747 shares of Lam Research worth $4.01M as of Q1 2026.
  • Lam Research was a new Totem Point Management position in Q1 2026.
  • Lam Research made up 5.11% of Totem Point Management's portfolio in Q1 2026, its #10 holding.
  • Totem Point Management first reported a position in Lam Research in Q1 2021 and has held it in 3 quarters since.
  • Totem Point Management's Lam Research position peaked at $9.32M in Q2 2021.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Totem Point Management's 13F filing for Q1 2026, filed 15 May 2026.