SEC 13F Intelligence

Compass Capital Corp /Ma/ /Adv / LRCX

Compass Capital Corp /Ma/ /Adv’s Lam Research Corp Position

Does Compass Capital Corp /Ma/ /Adv own Lam Research Corp (LRCX)? Yes — 16.0K shares worth $5M (+1.62% of its 13F portfolio) as of Q1 2026, down from 19.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.0K
% of Portfolio
+1.62%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.0K$5M+1.62%
Q4 202519.6K$5M+1.76%
Q3 202517.4K$3M+1.21%
Q2 202519.8K$1M+0.70%
Q1 202519.8K$1M+0.74%
Q4 202421.5K$2M+0.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Capital Corp /Ma/ /Adv’s full portfolio or all institutional holders of LRCX.