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Vinva Investment Management’s Lam Research LRCX Stock Holding History

Vinva Investment 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 		$112M Buy
272,174
+90,127
+50% +$27.4M 0.74% 26
2026
Q1 		$36.4M Buy
+182,047
New +$40.7M 0.45% 55
2025
Q4 		– Sell
-128,092
Closed -$16.8M – 446
2025
Q3 		$16.8M Sell
128,092
-24,757
-16% -$2.62M 0.33% 74
2025
Q2 		$14.9M Buy
152,849
+56,281
+58% +$4.46M 0.39% 64
2025
Q1 		$7.01M Sell
96,568
-4,588
-5% -$361K 0.28% 85
2024
Q4 		$7.3M Sell
101,156
-17,044
-14% -$1.29M 0.28% 81
2024
Q3 		$9.78M Buy
118,200
+23,830
+25% +$2.07M 0.41% 58
2024
Q2 		$9.96M Buy
94,370
+39,690
+73% +$3.81M 0.5% 38
2024
Q1 		$5.31M Buy
54,680
+5,550
+11% +$488K 0.3% 76
2023
Q4 		$3.88M Buy
49,130
+9,910
+25% +$675K 0.26% 92
2023
Q3 		$2.46M Sell
39,220
-1,300
-3% -$85.4K 0.23% 109
2023
Q2 		$2.59M Sell
40,520
-5,170
-11% -$291K 0.22% 118
2023
Q1 		$2.43M Buy
+45,690
New +$2.24M 0.2% 130

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

Vinva Investment Management's LRCX Position: Q2 2026 in Review

Vinva Investment Management increased its Lam Research (LRCX) stake by 50% in Q2 2026, buying an estimated $27.4M and bringing the position to 272,174 shares worth $112M. The position accounts for 0.74% of the portfolio, ranked #26.

Vinva Investment Management first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Vinva Investment Management held 272,174 shares of Lam Research worth $112M as of Q2 2026.
  • Vinva Investment Management bought 90,127 Lam Research shares in Q2 2026, an estimated $27.4M.
  • Lam Research made up 0.74% of Vinva Investment Management's portfolio in Q2 2026, its #26 holding.
  • Vinva Investment Management first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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