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LRCX Lam Research Corp

Information Technology stock

HELS, QLTY have owned Lam Research Corp since Apr 22, 2026, across 2 separate holding periods. Today it is 3.3% of QLTY, its largest weight on record. That's 1.9× the size of a typical QLTY position (median 1.8%). Changes in this name have been small relative to each fund's typical position.

Held now inQLTY at 3.33%

First held in our dataApr 22, 2026

Since our record began-4.8%held since Oct 30, 2026 or earlier · S&P 500 -0.5%.

Big moves0

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading below zero is a short. At zero, the fund didn't hold it. Our daily record starts Nov 21, 2025.

Big moves in LRCX

No big moves in our record.