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LRCXLRCX
2 quarters

Position history for POLEN CAPITAL MANAGEMENT LLCPOLEN CAPITAL MANAGEMENT LLC's holdings in LAM RESEARCH CORP

POLEN CAPITAL MANAGEMENT LLC holds 859,036 shares of LRCX (LAM RESEARCH CORP), worth $372.2M as of 2026-Q2. The position was decreased (-18.5% shares). LRCX represents 3.2% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$372.2M

Current Shares

859,036

Total Value Change

+$146.9M

Total Shares Change

-195,459

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
859,036
-18.5%
$372.2M3.2%$432.87
0
2026-Q1
New
1.1M
-
$225.3M1.6%$213.28
70

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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