Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Lam Research Corp stake
total: 43
Triple Frond Partners LRCX trades
- Total transactions:
- 8
- New positions:
- 2
- Sold out:
- 2
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2024 Q4
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Triple Frond Partners doesn't hold any Lam Research Corp (LRCX) shares. To date, the estimated cost basis is nearly $72.36 for "buy" trades and estimated average "sell" price is $156.48. Triple Frond Partners first purchased LRCX in 2022 Q3, initially acquiring 62,060 shares. Triple Frond Partners later completely sold out the position and invested in Lam Research Corp again in 2024 Q4. Since the initial investment in Lam Research Corp (LRCX), Triple Frond Partners has made 7 more transactions.
When did Triple Frond Partners sell Lam Research Corp (LRCX)?
Triple Frond Partners sold off the entire Lam Research Corp (LRCX) position in 2026 Q1.
When did Triple Frond Partners buy Lam Research Corp (LRCX)?
Triple Frond Partners first invested in Lam Research Corp (LRCX) in 2022 Q3 at the reported quarter-end price of $366.00 per share.
What's the cost basis of Triple Frond Partners's LRCX stake?
The estimated cost basis for Lam Research Corp (LRCX) stake is around $72.36 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $72.36
- Weighted AVG sell price:
- $156.48
Triple Frond Partners's historical trades in Lam Research Corp
8 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$171.18
|
|
-100% (-295,377)
|
-5.26%
|
|
2025 Q4
|
5.26%
|
295,377
|
$171.18
|
$50,563,000
|
-30.97% (-132,513)
|
-2.47%
|
|
2025 Q3
|
6.24%
|
427,890
|
$133.90
|
$57,294,000
|
-39.45% (-278,725)
|
-4.22%
|
|
2025 Q1
|
6.94%
|
706,615
|
$72.70
|
$51,371,000
|
+38.07% (+194,850)
|
+1.91%
|
|
2024 Q4
|
4.79%
|
511,765
|
$72.23
|
$36,965,000
|
new
|
+4.79%
|
|
2024 Q3
|
0.00%
|
0
|
$1,064.86
|
|
-100% (-52,530)
|
-6.56%
|
|
2024 Q1
|
5.81%
|
52,530
|
$971.58
|
$51,037,000
|
-15.36% (-9,530)
|
-1.1%
|
|
2022 Q3
|
4.00%
|
62,060
|
$366.00
|
$22,714,000
|
new
|
+4%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.