SEC 13F Intelligence

Eldred Rock Partners, LLC / LRCX

Eldred Rock Partners, LLC’s Lam Research Corp Position

Does Eldred Rock Partners, LLC own Lam Research Corp (LRCX)? Yes — 71.3K shares worth $31M (+6.64% of its 13F portfolio) as of Q2 2026, up from 67.0K shares the prior filed quarter.

Position Value
$31M
Q2 2026
Shares
71.3K
% of Portfolio
+6.64%
Quarters Held
7
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $16MQ2 ’25Q3 ’25: $24MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $14MQ1 ’26Q2 ’26: $31MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202671.3K$31M+6.64%
Q1 202667.0K$14M+3.64%
Q4 202587.6K$15M+3.89%
Q3 2025181.6K$24M+6.08%
Q2 2025161.9K$16M+4.79%
Q1 2025170.6K$12M+3.78%
Q4 2024154.6K$11M+3.83%

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