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Convergence Investment Partners, LLC → LRCX

Convergence Investment Partners, LLC LRCX Position History

Lam Research Corporation • Technology

Quarters held
5
Latest value
$22.4M
Q3 2026
Peak value
$28.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5M
Q4 2025$6.7M
Q1 2026$10.9M
Q2 2026$28.2M
Q3 2026$22.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.4M68.2K——
Q2 2026$28.2M65.0K——
Q1 2026$10.9M50.9K——
Q4 2025$6.7M39.3K——
Q3 2025$5M37.2K——

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