Twin Tree Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.89M | Buy |
+6,671
| New | +$2.03M | 0.05% | 444 |
|
|
2025
Q4 | – | Sell |
-52,132
| Closed | -$8.11M | – | 1598 |
|
|
2025
Q3 | $6.98M | Sell |
52,132
-81,714
| -61% | -$8.65M | 0.03% | 637 |
|
|
2025
Q2 | $13M | Sell |
133,846
-193,841
| -59% | -$15.4M | 0.02% | 668 |
|
|
2025
Q1 | $23.8M | Buy |
327,687
+260,736
| +389% | +$20.5M | 0.04% | 368 |
|
|
2024
Q4 | $4.84M | Sell |
66,951
-580,169
| -90% | -$44M | 0.01% | 934 |
|
|
2024
Q3 | $52.8M | Buy |
647,120
+608,420
| +1,572% | +$52.9M | 0.1% | 155 |
|
|
2024
Q2 | $4.12M | Sell |
38,700
-120,440
| -76% | -$11.6M | 0.01% | 810 |
|
|
2024
Q1 | $15.5M | Buy |
159,140
+68,380
| +75% | +$6.02M | 0.03% | 487 |
|
|
2023
Q4 | $7.11M | Sell |
90,760
-4,630
| -5% | -$316K | 0.01% | 787 |
|
|
2023
Q3 | $5.98M | Sell |
95,390
-119,820
| -56% | -$7.87M | 0.01% | 640 |
|
|
2023
Q2 | $13.8M | Sell |
215,210
-297,240
| -58% | -$16.8M | 0.02% | 531 |
|
|
2023
Q1 | $27.2M | Buy |
+512,450
| New | +$25.1M | 0.05% | 318 |
|
|
2022
Q4 | – | Sell |
-144,570
| Closed | -$6.05M | – | 1447 |
|
|
2022
Q3 | $5.29M | Sell |
144,570
-146,610
| -50% | -$6.53M | 0.01% | 748 |
|
|
2022
Q2 | $12.4M | Sell |
291,180
-419,320
| -59% | -$20M | 0.02% | 571 |
|
|
2022
Q1 | $38.2M | Buy |
710,500
+551,510
| +347% | +$32.1M | 0.06% | 269 |
|
|
2021
Q4 | $11.4M | Sell |
158,990
-199,800
| -56% | -$12.5M | 0.02% | 591 |
|
|
2021
Q3 | $20.4M | Buy |
358,790
+56,650
| +19% | +$3.45M | 0.05% | 360 |
|
|
2021
Q2 | $19.7M | Buy |
302,140
+111,720
| +59% | +$7.05M | 0.05% | 344 |
|
|
2021
Q1 | $11.3M | Sell |
190,420
-53,720
| -22% | -$2.93M | 0.04% | 423 |
|
|
2020
Q4 | $11.5M | Sell |
244,140
-111,900
| -31% | -$4.71M | 0.05% | 414 |
|
|
2020
Q3 | $11.8M | Buy |
356,040
+270,920
| +318% | +$9.33M | 0.05% | 396 |
|
|
2020
Q2 | $2.75M | Buy |
+85,120
| New | +$2.32M | 0.01% | 806 |
|
|
2020
Q1 | – | Sell |
-17,050
| Closed | -$491K | – | 1516 |
|
|
2019
Q4 | $499K | Sell |
17,050
-59,620
| -78% | -$1.58M | ﹤0.01% | 965 |
|
|
2019
Q3 | $1.77M | Buy |
+76,670
| New | +$1.61M | 0.01% | 710 |
|
|
2019
Q2 | – | Sell |
-130,830
| Closed | -$2.34M | – | 1432 |
|
|
2019
Q1 | $2.34M | Sell |
130,830
-1,192,860
| -90% | -$19.9M | 0.01% | 638 |
|
|
2018
Q4 | $18M | Buy |
1,323,690
+350,190
| +36% | +$5.02M | 0.11% | 192 |
|
|
2018
Q3 | $14.8M | Buy |
973,500
+282,890
| +41% | +$4.83M | 0.1% | 180 |
|
|
2018
Q2 | $11.9M | Buy |
690,610
+286,790
| +71% | +$5.52M | 0.07% | 233 |
|
|
2018
Q1 | $8.2M | Buy |
403,820
+326,510
| +422% | +$6.47M | 0.07% | 244 |
|
|
2017
Q4 | $1.42M | Sell |
77,310
-157,490
| -67% | -$3.09M | 0.01% | 643 |
|
|
2017
Q3 | $4.34M | Buy |
+234,800
| New | +$3.81M | 0.03% | 407 |
|
|
2017
Q2 | – | Sell |
-34,410
| Closed | -$442K | – | 1078 |
|
|
2017
Q1 | $442K | Sell |
34,410
-125,170
| -78% | -$1.47M | ﹤0.01% | 781 |
|
|
2016
Q4 | $1.69M | Sell |
159,580
-65,070
| -29% | -$661K | 0.02% | 668 |
|
|
2016
Q3 | $2.13M | Buy |
224,650
+190,430
| +556% | +$1.73M | 0.03% | 488 |
|
|
2016
Q2 | $288K | Buy |
+34,220
| New | +$275K | ﹤0.01% | 929 |
|
|
2016
Q1 | – | Sell |
-30,360
| Closed | -$221K | – | 1375 |
|
|
2015
Q4 | $241K | Buy |
+30,360
| New | +$228K | ﹤0.01% | 1044 |
|
|
2015
Q3 | – | Sell |
-1,240
| Closed | -$9.09K | – | 1430 |
|
|
2015
Q2 | $10K | Buy |
+1,240
| New | +$9.74K | ﹤0.01% | 1273 |
|
Other funds holding LRCX
Twin Tree Management's LRCX Position: Q2 2026 in Review
Twin Tree Management opened a new position in Lam Research (LRCX) in Q2 2026: 6,671 shares worth $2.89M. The stake represents 0.05% of the portfolio and ranks #444 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in LRCX as recently as Q3 2025.
Twin Tree Management first reported a position in LRCX in Q2 2015 and has held it in 37 quarters since. The position peaked at $52.8M in Q3 2024. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Twin Tree Management held 6,671 shares of Lam Research worth $2.89M as of Q2 2026.
- Lam Research was a new Twin Tree Management position in Q2 2026.
- Lam Research made up 0.05% of Twin Tree Management's portfolio in Q2 2026, its #444 holding.
- Twin Tree Management first reported a position in Lam Research in Q2 2015 and has held it in 37 quarters since.
- Twin Tree Management's Lam Research position peaked at $52.8M in Q3 2024.
- 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.