LRCX — LAM RESEARCH CORP

Ownership history in Spinecap SAS  ·  2 quarters on record

This page tracks every 13F SEC filing in which Spinecap SAS 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
15.99% (2023 Q4)
Avg. % of fund
15.81%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 265,049 +254,237 +2351.4% 15.62% $35.5M $170.98
2023 Q4 INITIATED 10,812 — — 15.99% $8.5M —
% 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% 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% MARINER INVESTMENT GROUP LLC 3Y 7Y 7.36%
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