SEC 13F Intelligence

Marshall & Sullivan Inc /Wa/ / LRCXEUR

Marshall & Sullivan Inc /Wa/’s Lam Research Corp Position

Does Marshall & Sullivan Inc /Wa/ own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 6.6K shares worth $5M in Q3 2024; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$5M
Q3 2024
Shares
6.6K
% of Portfolio
+2.59%
Quarters Held
13
position exited

Position History LRCXEUR

Reported value by quarter
Q3 ’21: $4MQ3 ’21Q4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $5MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20246.6K$5M+2.59%
Q2 20246.9K$7M+3.66%
Q1 20247.1K$7M+3.40%
Q4 20237.4K$6M+3.05%
Q3 20237.4K$5M+2.72%
Q2 20237.5K$5M+2.70%
Q1 20237.5K$4M+2.40%
Q4 20227.3K$3M+1.92%
Q3 20227.3K$3M+1.86%
Q2 20227.2K$3M+1.88%
Q1 20227.3K$4M+2.17%
Q4 20217.2K$5M+2.51%
Q3 20217.1K$4M+2.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marshall & Sullivan Inc /Wa/’s full portfolio or all institutional holders of LRCXEUR.