DOSSIER · 13F-HR · Q1 2026
LAM GROUP, INC.
LAM's holding co. based in Stamford, CT — $182M in tracked AUM across 136 positions as of Q1 2026.
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LAM·Stamford, CT·Holding Co.
CIK 0001961944 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
LAM GROUP, INC. has reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 124.1%, growing from $77.96M to $174.73M. This dramatic increase is attributable to a combination of capital inflows and market performance, coinciding with a restructuring of the portfolio's breadth. The number of holdings increased to 75, indicating a move toward greater diversification compared...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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