Back to VA Value Aligned Research Advisors, LLC

LRCX

6 quarters

Position history for VAValue Aligned Research Advisors, LLC's holdings in Lam Research Corporation

Yes. Value Aligned Research Advisors holds 121,597 shares of LRCX (Lam Research), worth $52.7M, as of its Q2 2026 13F filing. It reduced the position by 978,959 shares (-89.0%) from Q1 2026. Value Aligned Research Advisors has held LRCX since Q1 2025, across 6 quarterly 13F filings. LRCX is 0.1% of Value Aligned Research Advisors' reported 13F portfolio.

Current Value

$52.7M

Current Shares

121,597

Total Value Change

+$51.1M

Total Shares Change

+100,083

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
121,597
-89.0%
$52.7M0.1%$432.87
0
2026-Q1
Increased
1.1M
+55.7%
$235.1M1.1%$213.28
68
2025-Q4
Increased
707,033
+41.2%
$121M1.2%$170.67
64
2025-Q3
Increased
500,863
+3.8%
$67.1M0.8%$133.28
44
2025-Q2
Increased
482,330
+2141.9%
$47M1.0%$96.70
67
2025-Q1
New
21,514
-
$1.6M0.1%$72.04
43

Other major holders of LRCX: BlackRock, Inc., Vanguard Capital Management LLC, State Street Corp.

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