SEC 13F Intelligence

Baker Avenue Asset Management, LP / LRCXEUR

Baker Avenue Asset Management, LP’s Lam Research Corp Position

Does Baker Avenue Asset Management, LP own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 20.2K shares worth $16M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q3 2024
Shares
20.2K
% of Portfolio
+0.52%
Quarters Held
20
position exited

Position History LRCXEUR

Reported value by quarter
Q4 ’19: $289,000Q4 ’19Q1 ’20: $243,000Q2 ’20: $5MQ3 ’20: $5MQ3 ’20Q4 ’20: $6MQ1 ’21: $7MQ2 ’21: $8MQ2 ’21Q3 ’21: $7MQ4 ’21: $9MQ1 ’22: $7MQ1 ’22Q2 ’22: $8MQ3 ’22: $7MQ4 ’22: $9MQ4 ’22Q1 ’23: $10MQ2 ’23: $13MQ3 ’23: $12MQ3 ’23Q4 ’23: $14MQ1 ’24: $21MQ2 ’24: $22MQ2 ’24Q3 ’24: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202420.2K$16M+0.52%
Q2 202420.6K$22M+0.75%
Q1 202421.2K$21M+0.81%
Q4 202318.5K$14M+0.64%
Q3 202319.8K$12M+0.62%
Q2 202320.2K$13M+0.65%
Q1 202319.5K$10M+0.56%
Q4 202220.3K$9M+0.51%
Q3 202219.2K$7M+0.44%
Q2 202219.0K$8M+0.53%
Q1 202212.8K$7M+0.35%
Q4 202112.6K$9M+0.45%
Q3 202112.2K$7M+0.40%
Q2 202111.9K$8M+0.44%
Q1 202111.8K$7M+0.43%
Q4 202012.7K$6M+0.41%
Q3 202013.7K$5M+0.35%
Q2 202014.8K$5M+0.39%
Q1 20201.0K$243,000+0.03%
Q4 2019989$289,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baker Avenue Asset Management, LP’s full portfolio or all institutional holders of LRCXEUR.