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Triple Frond Partners LLC

SEC CIK
0001454502
Latest filing
Aug 13, 2026

LRCX holding history

Lam Research Corp in every 13F filed by Triple Frond Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q3 2022
Holdings of LRCX by Triple Frond Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−295,377−100.0%Sold outHolders
Q4 2025295,377$50.6M5.3%−132,513−31.0%ReducedHolders
Q3 2025427,890$57.3M6.2%−278,725−39.4%ReducedHolders
Q2 2025706,615$68.8M7.8%00.0%UnchangedHolders
Q1 2025706,615$51.4M6.9%+194,850+38.1%AddedHolders
Q4 2024511,765$37.0M4.8%+511,765NewHolders
Q3 20240$00.0%−52,530−100.0%Sold outHolders
Q2 202452,530$55.9M6.6%00.0%UnchangedHolders
Q1 202452,530$51.0M5.8%−9,530−15.4%ReducedHolders
Q4 202362,060$48.6M5.8%00.0%UnchangedHolders
Q3 202362,060$38.9M4.9%00.0%UnchangedHolders
Q2 202362,060$39.9M5.1%00.0%UnchangedHolders
Q1 202362,060$32.9M4.8%00.0%UnchangedHolders
Q4 202262,060$26.1M4.3%00.0%UnchangedHolders
Q3 202262,060$22.7M4.0%+62,060NewHolders