Valliance Asset Management Ltd / LRCX
Valliance Asset Management Ltd’s Lam Research Corp Position
Does Valliance Asset Management Ltd own Lam Research Corp (LRCX)? Not currently — the last reported position was 50.0K shares worth $4M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q1 2025
Shares
50.0K
% of Portfolio
+8.22%
Quarters Held
1
position exited
Position History LRCX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 50.0K | $4M | +8.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valliance Asset Management Ltd’s full portfolio or all institutional holders of LRCX.