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Terra Nova Asset Management LLC

SEC CIK
0001658652
Latest filing
Aug 4, 2026

LRCX holding history

Lam Research Corp in every 13F filed by Terra Nova Asset Management 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 (Q2 2026)
5,992
Value
$2.60M
% of portfolio
1.6%
Quarters held
21
Since Q1 2021
Holdings of LRCX by Terra Nova Asset Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,992$2.60M1.6%+1,747+41.2%AddedHolders
Q1 20264,245$906.9K0.7%+582+15.9%AddedHolders
Q4 20253,663$627.0K0.4%+572+18.5%AddedHolders
Q3 20253,091$413.9K0.3%+714+30.0%AddedHolders
Q2 20252,377$231.4K0.2%−24,795−91.3%ReducedHolders
Q1 202527,172$1.98M1.6%+15,528+133.4%AddedHolders
Q4 202411,644$841.1K0.6%+11,644NewHolders
Q3 20240$00.0%−3,758−100.0%Sold outHolders
Q2 20243,758$4.00M3.2%−780−17.2%ReducedHolders
Q1 20244,538$4.41M3.5%+128+2.9%AddedHolders
Q4 20234,410$3.45M3.0%−119−2.6%ReducedHolders
Q3 20234,529$2.91M2.7%00.0%UnchangedHolders
Q2 20234,529$2.91M2.7%−168−3.6%ReducedHolders
Q1 20234,697$2.49M2.4%+140+3.1%AddedHolders
Q4 20224,557$1.92M2.0%−209−4.4%ReducedHolders
Q3 20224,766$1.74M1.9%+136+2.9%AddedHolders
Q2 20224,630$1.97M2.2%−40−0.9%ReducedHolders
Q1 20224,670$2.51M2.3%+45+1.0%AddedHolders
Q4 20214,625$3.33M2.5%−40−0.9%ReducedHolders
Q3 20214,665$2.65M2.1%+158+3.5%AddedHolders
Q2 20214,507$2.93M2.5%+41+0.9%AddedHolders
Q1 20214,466$2.66M2.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.