LRCX — LAM RESEARCH CORP

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in LAM RESEARCH CORP (LRCX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.24% (2024 Q4)
Avg. % of fund
0.19%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,553 -8,406 -56.2% 0.21% $877K $133.52
2024 Q4 ADDED 14,959 +14,205 +1884.0% 0.24% $1.1M $71.49
2024 Q1 ADDED 754 +240 +46.7% 0.19% $733K $95.40
2022 Q4 INITIATED 514 — — 0.11% $216K —
% of Fund (quarterly)    LRCX price (monthly, adj. close)

Other funds also holding LRCX

As of 2025 Q4 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 34.68% Four Tree Island Advisory LLC 21.64% Spinecap SAS 15.62% Harbor Island Capital LLC 3Y 7Y 13.19% Blue Whale Capital LLP 3Y 12.51% Trybe Capital Management LP 3Y 11.72% Heard Capital LLC 3Y 10.39% Miller Capital Partners, Inc. 8.45% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.13% CROSSLINK CAPITAL INC 3Y 7Y 7.59%
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