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Lam Research shares owned by Heron Bay Capital Management

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Heron Bay Capital Management from 13F filings

Historical chart of Heron Bay Capital Management investment in Lam Research

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All positions including Lam Research held by Heron Bay Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research by Heron Bay Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 90k 133.90
2025-06-30 $8.8M 91k 97.34
2025-03-31 $6.0M 83k 72.70
2024-12-31 $6.1M 85k 72.23