LRCX — LAM RESEARCH CORP

Ownership history in Oak Thistle LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Oak Thistle 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
0.23% (2025 Q3)
Avg. % of fund
0.15%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,247 +8,161 +264.5% 0.23% $1.5M $133.52
2025 Q1 REDUCED 3,086 -4,229 -57.8% 0.05% $224K $72.17
2024 Q4 ADDED 7,315 +6,785 +1280.2% 0.16% $528K $71.49
2023 Q3 ADDED 530 +67 +14.5% 0.10% $332K $61.24
2023 Q2 REDUCED 463 -263 -36.2% 0.16% $298K $62.63
2022 Q1 INITIATED 726 — — 0.21% $391K $51.47
% 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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