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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
Q2 		$14.7M Buy
33,914
+15,167
+81% +$4.6M 8.99% 3
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 $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

Totem Point Management's LRCX Position: Q2 2026 in Review

Totem Point Management increased its Lam Research (LRCX) stake by 81% in Q2 2026, buying an estimated $4.6M and bringing the position to 33,914 shares worth $14.7M. The position accounts for 8.99% of the portfolio, ranked #3.

Totem Point Management first reported a position in LRCX in Q1 2021 and has held it in 4 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Totem Point Management held 33,914 shares of Lam Research worth $14.7M as of Q2 2026.
  • Totem Point Management bought 15,167 Lam Research shares in Q2 2026, an estimated $4.6M.
  • Lam Research made up 8.99% of Totem Point Management's portfolio in Q2 2026, its #3 holding.
  • Totem Point Management first reported a position in Lam Research in Q1 2021 and has held it in 4 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Totem Point Management's 13F filing for Q2 2026, filed 14 Aug 2026.