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LRCX
8 quarters

Position history for Value Aligned Research Advisors, LLC's holdings in LAM RESEARCH CORP

Value Aligned Research Advisors, LLC holds 1.1M shares of LRCX (LAM RESEARCH CORP), worth $235.1M as of 2026-Q1. The position was increased (+55.7% shares). LRCX represents 1.1% of Value Aligned Research Advisors, LLC's portfolio.

Current Value

$235.1M

Current Shares

1.1M

Total Value Change

+$176.8M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.1M
+55.7%
$235.1M1.1%$217.27
68
2025-Q4
Increased
707,033
+41.2%
$121M1.2%$173.78
64
2025-Q3
Increased
500,863
+3.8%
$67.1M0.8%$130.87
44
2025-Q2
Increased
482,330
+2141.9%
$47M1.0%$96.85
67
2025-Q1
New
21,514
-
$1.6M0.1%$72.17
43
2024-Q4
Exited
0
-100.0%
$00.0%$71.50
0
2024-Q3
Decreased
50,614
-7.6%
$41.3M10.7%$81.71
0
2024-Q2
Increased
54,794
+0.3%
$58.3M12.8%$104.88
60

Other major holders of LRCX: BlackRock, Inc., VANGUARD GROUP INC, VANGUARD CAPITAL MANAGEMENT LLC

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