Connective Portfolio Management, LLC / LRCX
Connective Portfolio Management, LLC’s Lam Research Corp Position
Does Connective Portfolio Management, LLC own Lam Research Corp (LRCX)? Not currently — the last reported position was 25.0K shares worth $2M in Q2 2025; the fund’s latest 13F (Q2 2026) no longer reports it.
Position Value
$2M
Q2 2025
Shares
25.0K
% of Portfolio
+5.21%
Quarters Held
1
position exited
Position History LRCX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 25.0K | $2M | +5.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of LRCX.