Question 1

How many shares of LRCX does ADAGE CAPITAL PARTNERS GP, L.L.C. own?

Accepted Answer

As of 2026-Q2, ADAGE CAPITAL PARTNERS GP, L.L.C. holds 1.2M shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is ADAGE CAPITAL PARTNERS GP, L.L.C.'s LRCX position worth?

Accepted Answer

As of 2026-Q2, ADAGE CAPITAL PARTNERS GP, L.L.C.'s LRCX position is worth $513.8M.

Question 3

Is ADAGE CAPITAL PARTNERS GP, L.L.C. buying or selling LRCX?

Accepted Answer

In 2026-Q2, ADAGE CAPITAL PARTNERS GP, L.L.C. increased their LRCX position (+2.4% change in shares).

Question 4

When did ADAGE CAPITAL PARTNERS GP, L.L.C. first buy LRCX?

Accepted Answer

Based on available 13F filings, ADAGE CAPITAL PARTNERS GP, L.L.C. first reported a position in LRCX in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.2M	+2.4%	$513.8M	0.7%	$433.33	45
2026-Q1	Decreased	1.2M	-10.3%	$247.4M	0.4%	$217.27	0
2025-Q4	Decreased	1.3M	-7.6%	$221.1M	0.3%	$173.78	0
2025-Q3	Decreased	1.4M	-0.8%	$187.1M	0.3%	$130.87	0
2025-Q2	Decreased	1.4M	-0.3%	$137M	0.2%	$96.85	0
2025-Q1	Increased	1.4M	+2.2%	$102.7M	0.2%	$72.17	37
2024-Q4	Increased	1.4M	+893.2%	$99.8M	0.2%	$71.50	58
2024-Q3	Decreased	139,056	-5.1%	$113.5M	0.2%	$81.71	0