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LRCXLRCX
7 quarters

Position history for CI INVESTMENTS INC.CI INVESTMENTS INC.'s holdings in LAM RESEARCH CORP

Yes. CI Investments holds 626,954 shares of LRCX (Lam Research), worth $271.7M, as of its Q2 2026 13F filing. It increased the position by 239,538 shares (+61.8%) from Q1 2026. CI Investments has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 0.9% of CI Investments' reported 13F portfolio.

Current Value

$271.7M

Current Shares

626,954

Total Value Change

+$250.5M

Total Shares Change

+333,952

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
626,954
+61.8%
$271.7M0.9%$432.87
63
2026-Q1
Decreased
387,416
-14.7%
$82.8M0.4%$213.28
0
2025-Q4
Increased
454,376
+22.7%
$77.8M0.3%$170.67
43
2025-Q3
Increased
370,402
+54.6%
$49.6M0.2%$133.28
49
2025-Q2
Increased
239,560
+0.1%
$23.3M0.1%$96.70
28
2025-Q1
Decreased
239,223
-18.4%
$17.4M0.1%$72.04
0
2024-Q4
New
293,002
-
$21.2M0.1%$71.36
39

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

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