Triple Frond Partners’s Lam Research LRCX Stock Holding History

Triple Frond Partners’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	–	Sell	-295,377	Closed	-$50.6M	–	13
2025 Q4	$50.6M	Sell	295,377 -132,513	-31%	-$20.6M	5.26%	7
2025 Q3	$57.3M	Sell	427,890 -278,725	-39%	-$29.5M	6.24%	7
2025 Q2	$68.8M	Hold	706,615	–	–	7.78%	6
2025 Q1	$51.4M	Buy	706,615 +194,850	+38%	+$15.3M	6.94%	7
2024 Q4	$37M	Buy	+511,765	New	+$38.8M	4.79%	8
2024 Q3	–	Sell	-525,300	Closed	-$55.9M	–	10
2024 Q2	$55.9M	Hold	525,300	–	–	6.56%	8
2024 Q1	$51M	Sell	525,300 -95,300	-15%	-$8.38M	5.81%	8
2023 Q4	$48.6M	Hold	620,600	–	–	5.78%	8
2023 Q3	$38.9M	Hold	620,600	–	–	4.93%	8
2023 Q2	$39.9M	Hold	620,600	–	–	5.14%	8
2023 Q1	$32.9M	Hold	620,600	–	–	4.8%	9
2022 Q4	$26.1M	Hold	620,600	–	–	4.31%	9
2022 Q3	$22.7M	Buy	+620,600	New	+$27.6M	4%	9

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triple Frond Partners's LRCX Position: Q1 2026 in Review

Triple Frond Partners sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 295,377 shares — an estimated $50.6M sold.

Triple Frond Partners first reported a position in LRCX in Q3 2022 and held it in 13 quarters. The position peaked at $68.8M in Q2 2025. 2,640 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Triple Frond Partners reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
Triple Frond Partners sold 295,377 Lam Research shares in Q1 2026, an estimated $50.6M.
Triple Frond Partners first reported a position in Lam Research in Q3 2022 and held it in 13 quarters.
Triple Frond Partners's Lam Research position peaked at $68.8M in Q2 2025.
2,640 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Triple Frond Partners's 13F filing for Q1 2026, filed 15 May 2026.