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