LRCX
Lam Research Corp
Lam Research Corp historical holders
total: 13
Triple Frond Partners Lam Research Corp transactions over time
- 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
Triple Frond Partners has been an institutional investor in Lam Research Corp (LRCX) since 2022 Q3. According to 2026 Q1 report, Triple Frond Partners doesn't hold any shares. The fund/company first acquired LRCX in 2022 Q3, initially purchasing 62,060 shares. Triple Frond Partners later completely sold out the position and reinvested in LRCX again in 2024 Q4. Since the initial investment, Triple Frond Partners has made 7 more transactions in this position.
When did Triple Frond Partners exit their LRCX position?
Triple Frond Partners no longer holds Lam Research Corp (LRCX). They sold off their entire position in 2026 Q1, closing out an investment that began in 2022 Q3.
When did Triple Frond Partners first invest in 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, acquiring 62,060 shares in their initial purchase.
What is Triple Frond Partners's average cost basis for LRCX?
Based on historical transaction data, Triple Frond Partners's estimated cost basis for Lam Research Corp (LRCX) is approximately $72.36 per share. This represents their average reported price* across all buy transactions.
Has Triple Frond Partners reinvested in LRCX after selling?
Yes, Triple Frond Partners has shown renewed interest in Lam Research Corp (LRCX). After completely selling their position, they reinitiated an investment in 2024 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $72.36
- Weighted AVG sell price:
- $156.48
LRCX transactions history by Triple Frond Partners
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.