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LRCXLRCX
2 quarters

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

POLEN CAPITAL MANAGEMENT LLC holds 859,036 shares of LRCX (LAM RESEARCH CORP COM NEW), 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%$433.33
0
2026-Q1
New
1.1M
-
$225.3M1.6%$217.27
70

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

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