SEC 13F Intelligence

Parkwood LLC / LRCX

Parkwood LLC’s Lam Research Corp Position

Does Parkwood LLC own Lam Research Corp (LRCX)? Yes89.6K shares worth $19M (+1.70% of its 13F portfolio) as of Q1 2026, down from 101.5K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
89.6K
% of Portfolio
+1.70%
Quarters Held
4
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $10MQ4 ’24Q3 ’25: $14MQ3 ’25Q4 ’25: $17MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.6K$19M+1.70%
Q4 2025101.5K$17M+1.35%
Q3 2025104.0K$14M+1.27%
Q4 2024140.5K$10M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parkwood LLC’s full portfolio or all institutional holders of LRCX.