Question 1

Does Davis Selected Advisers own LRCX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Davis Selected Advisers holds 2,780 shares of LRCX (Lam Research), worth $1.2M.

Question 2

How many shares of LRCX does Davis Selected Advisers own?

Accepted Answer

As of its Q2 2026 13F, Davis Selected Advisers holds 2,780 shares of LRCX (Lam Research).

Question 3

What is Davis Selected Advisers' LRCX position worth?

Accepted Answer

As of its Q2 2026 13F, Davis Selected Advisers' LRCX position is worth $1.2M.

Question 4

When did Davis Selected Advisers first buy LRCX?

Accepted Answer

Davis Selected Advisers already held LRCX in its Q4 2024 13F, the earliest on record, and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	2,780	0.0%	$1.2M	0.0%	$432.87	0
2026-Q1	Decreased	2,780	-77.4%	$593,975	0.0%	$213.28	0
2025-Q4	Unchanged	12,280	0.0%	$2.1M	0.0%	$170.67	0
2025-Q3	Unchanged	12,280	0.0%	$1.6M	0.0%	$133.28	0
2025-Q2	Unchanged	12,280	0.0%	$1.2M	0.0%	$96.70	0
2025-Q1	Unchanged	12,280	0.0%	$892,756	0.0%	$72.04	0
2024-Q4	New	12,280	—	$886,984	0.0%	$71.36	34