Manchester Global Management (UK) Ltd: LAM RESEARCH CORP (LRCX): Quarterly 13F Position History
As of Q2 2026, Manchester Global Management (UK) Ltd reported 115,720 shares of LAM RESEARCH CORP (LRCX), worth $50.1M and representing 5.5% of its 13F equity book. The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 115,720Shares Held (Latest Filing)
- $50.1MReported Market Value (Latest Filing)
- 5.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$25.4MQuarter-over-Quarter Value Change
- 250,436Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 115,720 | 0 | – | $50.1M | 5.5% | $433.3 |
| Q1 2026 | 115,720 | 134,000 | -53.7% | $24.7M | 3.3% | $213.7 |
| Q4 2025 | 249,720 | 716 | -0.3% | $42.7M | 5.8% | $171.2 |
| Q3 2025 | 250,436 | +30,000 | +13.6% | $33.5M | 4.4% | $133.9 |
| Q2 2025 | 220,436 | – | – | $21.5M | 3.1% | $97.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Manchester Global Management (UK) Ltd first disclose a LRCX position in 13F-HR filings?
Manchester Global Management (UK) Ltd first reported LAM RESEARCH CORP (LRCX) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Manchester Global Management (UK) Ltd's most recent quarter-over-quarter share-count change in LRCX?
Manchester Global Management (UK) Ltd held the same 115,720 shares of LRCX between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Manchester Global Management (UK) Ltd's cost basis in LRCX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.