Oaktop Capital Management II, L.P. / LRCXEUR
Oaktop Capital Management II, L.P.’s Lam Research Corp Position
Does Oaktop Capital Management II, L.P. own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 269.1K shares worth $220M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$220M
Q3 2024
Shares
269.1K
% of Portfolio
+23.97%
Quarters Held
24
position exited
Position History LRCXEUR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 269.1K | $220M | +23.97% |
| Q2 2024 | 269.1K | $287M | +29.35% |
| Q1 2024 | 269.1K | $261M | +30.22% |
| Q4 2023 | 269.1K | $211M | +27.95% |
| Q3 2023 | 269.1K | $169M | +28.15% |
| Q2 2023 | 269.1K | $173M | +26.29% |
| Q1 2023 | 269.1K | $143M | +23.98% |
| Q4 2022 | 269.1K | $113M | +20.25% |
| Q3 2022 | 300.2K | $110M | +22.08% |
| Q2 2022 | 285.2K | $122M | +22.00% |
| Q1 2022 | 285.2K | $153M | +21.90% |
| Q4 2021 | 285.2K | $205M | +24.74% |
| Q3 2021 | 285.2K | $162M | +22.49% |
| Q2 2021 | 285.2K | $186M | +26.57% |
| Q1 2021 | 295.3K | $176M | +27.10% |
| Q4 2020 | 316.5K | $149M | +26.34% |
| Q3 2020 | 316.5K | $105M | +23.20% |
| Q2 2020 | 316.5K | $102M | +24.07% |
| Q1 2020 | 316.5K | $76M | +23.25% |
| Q4 2019 | 316.5K | $93M | +24.28% |
| Q3 2019 | 316.5K | $73M | +15.10% |
| Q2 2019 | 316.5K | $59M | +12.78% |
| Q1 2019 | 316.5K | $57M | +11.83% |
| Q4 2018 | 316.5K | $43M | +12.00% |
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 LRCXEUR.