LRCX — LAM RESEAR CS

Ownership history in Lingohr Asset Management GmbH  ·  8 quarters on record

This page tracks every 13F SEC filing in which Lingohr Asset Management GmbH reported a position in LAM RESEAR CS (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
1.93% (2025 Q3)
Avg. % of fund
1.11%
First filed
2011 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 59,555 +50,933 +590.7% 1.93% $8.0M $133.52
2025 Q2 ADDED 8,622 +3,620 +72.4% 1.52% $839K $96.87
2019 Q2 REDUCED 5,002 -1,598 -24.2% 0.92% $940K $17.31
2019 Q1 REDUCED 6,600 -400 -5.7% 1.22% $1.2M $16.41
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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