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Eldred Rock Partners, LLC → LRCX

Eldred Rock Partners, LLC LRCX Position History

Lam Research Corporation • Technology

Quarters held
6
Latest value
$23.5M
Q3 2026
Peak value
$30.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15.8M
Q3 2025$24.4M
Q4 2025$15M
Q1 2026$14.3M
Q2 2026$30.9M
Q3 2026$23.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.5M71.7K——
Q2 2026$30.9M71.3K——
Q1 2026$14.3M67.0K——
Q4 2025$15M87.6K——
Q3 2025$24.4M181.6K——
Q3 2025$15.8M161.9K——

Other funds holding LRCX

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ASMLF

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$25.3M
TSMWF

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$25.2M
PSX

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$25.2M