SEC 13F Intelligence

Oaktop Capital Management II, L.P. / LRCX

Oaktop Capital Management II, L.P.’s Lam Research Corp Position

Does Oaktop Capital Management II, L.P. own Lam Research Corp (LRCX)? Yes — 2.25M shares worth $481M (+35.86% of its 13F portfolio) as of Q1 2026, down from 2.39M shares the prior filed quarter.

Position Value
$481M
Q1 2026
Shares
2.25M
% of Portfolio
+35.86%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $194MQ4 ’24Q1 ’25: $196MQ1 ’25Q2 ’25: $262MQ2 ’25Q3 ’25: $360MQ3 ’25Q4 ’25: $409MQ4 ’25Q1 ’26: $481MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.25M$481M+35.86%
Q4 20252.39M$409M+34.68%
Q3 20252.69M$360M+32.59%
Q2 20252.69M$262M+28.18%
Q1 20252.69M$196M+26.06%
Q4 20242.69M$194M+24.28%

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