Position
ValueAct in Lam Research Corp
Back to the book · All holders of LRCX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $163.1M$213.66 → $433.33
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q1 2026 | 957.9K | $204.7M | — | — | — | 2.6% |
| Q2 2026 | 742.6K | $321.8M | $433.33 | $163.1M | −$46M | 2.6% |