Question 1

How many shares of LRCX does LMR Partners LLP own?

Accepted Answer

As of 2026-Q2, LMR Partners LLP holds 82,869 shares of LRCX (LAM RESEARCH CORP).

Question 2

What is LMR Partners LLP's LRCX position worth?

Accepted Answer

As of 2026-Q2, LMR Partners LLP's LRCX position is worth $35.9M.

Question 3

Is LMR Partners LLP buying or selling LRCX?

Accepted Answer

In 2026-Q2, LMR Partners LLP decreased their LRCX position (-10.6% change in shares).

Question 4

When did LMR Partners LLP first buy LRCX?

Accepted Answer

Based on available 13F filings, LMR Partners LLP first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	82,869	-10.6%	$35.9M	0.1%	$433.33	0
2026-Q1	Increased	92,706	+6.3%	$19.8M	0.0%	$217.27	30
2025-Q4	Decreased	87,216	-1.1%	$14.9M	0.0%	$173.78	0
2025-Q3	Decreased	88,143	-46.4%	$11.8M	0.1%	$130.87	0
2025-Q2	Decreased	164,500	-27.0%	$16M	0.1%	$96.85	0
2025-Q1	Increased	225,278	+90.2%	$16.4M	0.2%	$72.17	53
2024-Q4	New	118,459	—	$8.6M	0.1%	$71.50	38