SEC 13F Intelligence

Tritonpoint Wealth, LLC / LRCX

Tritonpoint Wealth, LLC’s Lam Research Corp Position

Does Tritonpoint Wealth, LLC own Lam Research Corp (LRCX)? Yes — 67.5K shares worth $14M (+1.55% of its 13F portfolio) as of Q1 2026, down from 72.2K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
67.5K
% of Portfolio
+1.55%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.5K$14M+1.55%
Q4 202572.2K$12M+1.25%
Q3 202575.5K$10M+0.87%
Q2 202576.2K$7M+0.69%
Q1 202578.3K$6M+0.54%
Q4 202477.7K$6M+0.51%

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