Frank Sands's LRCX Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 1.13 M shares of Lam Research Corporation (LRCX) worth $491.38 M, representing 1.82% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Frank Sands has initiated a new position in LRCX, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 378,743 shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Frank Sands
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +378,743 | Add 50.15% | 1.13 M | $433.33 |
| Q1 2026 | +755,222 | New Buy | 755,222 | $213.66 |
Frank Sands's Lam Research Corporation Investment FAQs
Frank Sands first purchased Lam Research Corporation (LRCX) in Q1 2026, acquiring 755,222 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held Lam Research Corporation (LRCX) for 2 quarters since Q1 2026.
Frank Sands's largest addition to Lam Research Corporation (LRCX) was in Q1 2026, adding 755,222 shares worth $161.36 M.
According to the latest 13F filing for Q2 2026, Frank Sands's firm, Sands Capital Management, LLC, owns 1,133,965 shares of Lam Research Corporation (LRCX), valued at approximately $491.38 M.
As of the Q2 2026 filing, Lam Research Corporation (LRCX) represents approximately 1.82% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings.
Frank Sands's peak holding in Lam Research Corporation (LRCX) was 1,133,965 shares, as reported at the end of Q2 2026.