SEC 13F Intelligence

Wedge Capital Management L L P/Nc / LRCXEUR

Wedge Capital Management L L P/Nc’s Lam Research Corp Position

Does Wedge Capital Management L L P/Nc own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 73.4K shares worth $60M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$60M
Q3 2024
Shares
73.4K
% of Portfolio
+1.03%
Quarters Held
13
position exited

Position History LRCXEUR

Reported value by quarter
Q4 ’19: $46MQ4 ’19Q1 ’20: $35MQ4 ’20: $70MQ4 ’20Q1 ’21: $70MQ2 ’21: $63MQ2 ’21Q3 ’21: $66MQ4 ’21: $66MQ4 ’21Q1 ’22: $50MQ3 ’23: $65MQ3 ’23Q4 ’23: $83MQ1 ’24: $86MQ1 ’24Q2 ’24: $69MQ3 ’24: $60MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202473.4K$60M+1.03%
Q2 202465.1K$69M+1.23%
Q1 202488.7K$86M+1.39%
Q4 2023105.6K$83M+1.48%
Q3 2023103.4K$65M+1.28%
Q1 202293.1K$50M+0.67%
Q4 202192.5K$66M+0.82%
Q3 2021116.3K$66M+0.86%
Q2 202197.0K$63M+0.77%
Q1 2021118.2K$70M+0.84%
Q4 2020148.5K$70M+0.81%
Q1 2020144.3K$35M+0.60%
Q4 2019156.2K$46M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of LRCXEUR.