Back to Winslow Capital Management, LLC Winslow Capital Management, LLC

LRCXLRCX

8 quarters

Position history for Winslow Capital Management, LLCWinslow Capital Management, LLC's holdings in Lam Research Corporation

Yes. Winslow Capital Management holds 444,164 shares of LRCX (Lam Research), worth $192.5M, as of its Q2 2026 13F filing. It increased the position from 14,589 shares in Q1 2026. Winslow Capital Management has held LRCX since Q3 2024, across 8 quarterly 13F filings. LRCX is 0.7% of Winslow Capital Management's reported 13F portfolio.

Current Value

$192.5M

Current Shares

444,164

Total Value Change

-$211.9M

Total Shares Change

-51,303

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
444,164
+2944.5%
$192.5M0.7%$432.87
69
2026-Q1
Decreased
14,589
-33.6%
$3.1M0.0%$213.28
0
2025-Q4
Decreased
21,970
-3.4%
$3.8M0.0%$170.67
0
2025-Q3
Decreased
22,739
-99.7%
$3M0.0%$133.28
0
2025-Q2
Increased
8.3M
+7.0%
$808.9M2.7%$96.70
58
2025-Q1
Increased
7.8M
+62.6%
$564.9M2.3%$72.04
78
2024-Q4
Decreased
4.8M
-3.6%
$345.1M1.2%$71.36
0
2024-Q3
New
495,467
—
$404.3M1.5%$80.38
71

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