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
Other major holders of LRCX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.1M |
+55.7% |
| $235.1M |
| 1.1% |
| $217.27 |
68 |
| 2025-Q4 | Increased | 707,033 | +41.2% | $121M | 1.2% | $173.78 | 64 |
| 2025-Q3 | Increased | 500,863 | +3.8% | $67.1M | 0.8% | $130.87 | 44 |
| 2025-Q2 | Increased | 482,330 | +2141.9% | $47M | 1.0% | $96.85 | 67 |
| 2025-Q1 | New | 21,514 | - | $1.6M | 0.1% | $72.17 | 43 |
| 2024-Q4 | Exited | 0 | -100.0% | $0 | 0.0% | $71.50 | 0 |
| 2024-Q3 | Decreased | 50,614 | -7.6% | $41.3M | 10.7% | $81.71 | 0 |
| 2024-Q2 | Increased | 54,794 | +0.3% | $58.3M | 12.8% | $104.88 | 60 |