SEC 13F Intelligence

Westhampton Capital, LLC / LRCX

Westhampton Capital, LLC’s Lam Research Corp Position

Does Westhampton Capital, LLC own Lam Research Corp (LRCX)? Yes — 31.1K shares worth $7M (+3.10% of its 13F portfolio) as of Q1 2026, down from 34.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
31.1K
% of Portfolio
+3.10%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.1K$7M+3.10%
Q4 202534.1K$6M+2.76%
Q3 202534.3K$5M+2.24%
Q2 202534.1K$3M+1.71%
Q1 202534.3K$2M+1.36%
Q4 202434.7K$3M+1.28%

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