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N10 ASSETS, LLC → LRCX

N10 ASSETS, LLC LRCX Position History

Lam Research Corporation • Technology

Quarters held
2
Latest value
$12.1M
Q3 2026
Peak value
$14.5M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$14.5M
Q3 2026$12.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.1M36.9K——
Q2 2026$14.5M33.5K——

Other funds holding LRCX

Other N10 ASSETS, LLC positions

NVDA

NVIDIA CORPORATION

$20.7M
VRT

VERTIV HOLDINGS CO

$19.9M
TSMWF

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$19.1M
NVDA

NVIDIA CORPORATION

$18.8M
TSMWF

TAIWAN SEMICONDUCTOR MFG LTD

$18.3M
GOOGN

ALPHABET INC

$16M
AMZN

AMAZON COM INC

$15.9M
AMZN

AMAZON COM INC

$15.7M