O'neil Global Advisors, Inc. / LRCX
O'neil Global Advisors, Inc.’s Lam Research Corp Position
Does O'neil Global Advisors, Inc. own Lam Research Corp (LRCX)? Not currently — the last reported position was 21.5K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2025
Shares
21.5K
% of Portfolio
+1.27%
Quarters Held
2
position exited
Position History LRCX
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of LRCX.