SEC 13F Intelligence

Delphi Management Inc /Ma/ / LRCX

Delphi Management Inc /Ma/’s Lam Research Corp Position

Does Delphi Management Inc /Ma/ own Lam Research Corp (LRCX)? Yes — 5.2K shares worth $1M (+1.33% of its 13F portfolio) as of Q1 2026, down from 7.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
5.2K
% of Portfolio
+1.33%
Quarters Held
5
currently held

Position History LRCX

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.2K$1M+1.33%
Q4 20257.8K$1M+1.29%
Q3 202512.5K$2M+1.55%
Q2 202516.7K$2M+1.57%
Q1 202516.7K$1M+1.24%

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