Question 1

How many shares of LRCX does SCS Capital Management LLC own?

Accepted Answer

As of 2026-Q2, SCS Capital Management LLC holds 3,024 shares of LRCX (LAM RESEARCH CORP).

Question 2

What is SCS Capital Management LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, SCS Capital Management LLC's LRCX position is worth $1.3M.

Question 3

Is SCS Capital Management LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, SCS Capital Management LLC decreased their LRCX position (-30.5% change in shares).

Question 4

When did SCS Capital Management LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, SCS Capital Management LLC first reported a position in LRCX in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,024	-30.5%	$1.3M	0.0%	$433.33	0
2026-Q1	Decreased	4,353	-11.7%	$929,968	0.0%	$217.27	0
2025-Q4	Increased	4,928	+3.1%	$843,733	0.0%	$173.78	26
2025-Q3	Decreased	4,778	-27.5%	$639,904	0.0%	$130.87	0
2025-Q2	Decreased	6,587	-0.8%	$641,302	0.0%	$96.85	0
2025-Q1	New	6,638	—	$482,748	0.0%	$72.17	33