Question 1

How many shares of LRCX does SANDS CAPITAL MANAGEMENT, LLC own?

Accepted Answer

As of 2026-Q2, SANDS CAPITAL MANAGEMENT, LLC holds 1.1M shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is SANDS CAPITAL MANAGEMENT, LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, SANDS CAPITAL MANAGEMENT, LLC's LRCX position is worth $491.4M.

Question 3

Is SANDS CAPITAL MANAGEMENT, LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, SANDS CAPITAL MANAGEMENT, LLC increased their LRCX position (+50.1% change in shares).

Question 4

When did SANDS CAPITAL MANAGEMENT, LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, SANDS CAPITAL MANAGEMENT, LLC first reported a position in LRCX in 2024-Q3. They have held the position across 19 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+50.1%	$491.4M	1.8%	$433.33	68
2026-Q1	New	755,222	—	$161.4M	0.6%	$217.27	59
2024-Q4	Exited	0	-100.0%	$0	0.0%	$71.50	0
2024-Q3	Decreased	824,114	-28.3%	$672.5M	2.0%	$81.71	0