SEC 13F Intelligence

Verdad Advisers, LP / LRCX

Verdad Advisers, LP’s Lam Research Corp Position

Does Verdad Advisers, LP own Lam Research Corp (LRCX)? Yes5.2K shares worth $1M (+1.24% of its 13F portfolio) as of Q1 2026, down from 15.5K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
5.2K
% of Portfolio
+1.24%
Quarters Held
2
currently held

Position History LRCX

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.2K$1M+1.24%
Q4 202515.5K$3M+3.03%

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