LOGAN CAPITAL MANAGEMENT INC LRCX — LAM RESEARCH CORP

Ownership history in LOGAN CAPITAL MANAGEMENT INC  ·  18 quarters on record

AI Ownership Summary

LOGAN CAPITAL MANAGEMENT INC reported LAM RESEARCH CORP (LRCX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows LRCX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LRCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOGAN CAPITAL MANAGEMENT INC's position in LAM RESEARCH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LRCX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LRCX stock page LOGAN CAPITAL MANAGEMENT INC fund profile LOGAN CAPITAL MANAGEMENT INC full holdings
How LOGAN CAPITAL MANAGEMENT INC held LRCX — position size vs. price
% of Fund (quarterly)    LRCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,021 — 0% 0.01% $218K 2026-05-08 $294.05
2025 Q3 UNCHANGED — — — 1,021 — 0% 0.01% $137K 2025-11-14 $147.84
2025 Q2 UNCHANGED — — — 1,021 — 0% 0.00% $99K 2025-08-01 $95.91
2025 Q1 ADDED — — — 1,021 +786 +334.5% 0.00% $74K 2025-05-16 $83.82
2024 Q3 UNCHANGED — — — 235 — 0% 0.01% $192K 2024-12-06 $75.57
2024 Q2 UNCHANGED — — — 235 — 0% 0.01% $250K 2024-08-14 $83.16
2024 Q1 REDUCED — — — 235 -3 -1.3% 0.01% $228K 2024-05-13 $88.74
2023 Q4 REDUCED — — — 238 -3 -1.2% 0.01% $186K 2024-02-14 $89.72
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LRCX

As of 2026 Q1 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 35.86% Four Tree Island Advisory LLC 24.62% Trybe Capital Management LP 3Y 17.58% Blue Whale Capital LLP 3Y 13.11% Harbor Island Capital LLC 3Y 7Y 12.68% Trivest Advisors Ltd 3Y 12.55% Heard Capital LLC 3Y 11.83% Miller Capital Partners, Inc. 10.56% CROSSLINK CAPITAL INC 3Y 7Y 10.23% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 10.02%

FAQ About LOGAN CAPITAL MANAGEMENT INC and LRCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOGAN CAPITAL MANAGEMENT INC reported owning LRCX?

LOGAN CAPITAL MANAGEMENT INC reported LRCX across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LRCX position in LOGAN CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for LRCX was 0.01% in 2024 Q2.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q1, when LOGAN CAPITAL MANAGEMENT INC reported 1,021 shares, equal to 0.01% of portfolio, with an estimated market value of $218K.

What does the chart on this LRCX ownership page compare?

The chart compares LOGAN CAPITAL MANAGEMENT INC's quarterly LRCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LOGAN CAPITAL MANAGEMENT INC time their LRCX position?

Based on 13F filing dates vs. subsequent LRCX price moves, LOGAN CAPITAL MANAGEMENT INC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on LRCX relative to SPY over the holding period was +22.2%.

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