Back to LRCX
Harbor Island Capital LLC → LRCX
Harbor Island Capital LLC LRCX Position History
Lam Research Corporation • Technology
Quarters held
4
Latest value
$42.1M
Q3 2026
Peak value
$64.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $34.4M |
| Q1 2026 | $34.1M |
| Q2 2026 | $64.5M |
| Q3 2026 | $42.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.1M | 128.2K | — | — |
| Q2 2026 | $64.5M | 148.9K | — | — |
| Q1 2026 | $34.1M | 159.8K | — | — |
| Q4 2025 | $34.4M | 201.0K | — | — |
Other funds holding LRCX
$26.3B
$26.3B
$20.3B
$15.9B
$12.7B
$12.1B
$11.8B
$10.2B