Back to LOS ANGELES CAPITAL MANAGEMENT LLC LOS ANGELES CAPITAL MANAGEMENT LLC

LRCXLRCX
7 quarters

Position history for LOS ANGELES CAPITAL MANAGEMENT LLCLOS ANGELES CAPITAL MANAGEMENT LLC's holdings in LAM RESEARCH CORP

Yes. Los Angeles Capital Management holds 687,728 shares of LRCX (Lam Research), worth $298M, as of its Q2 2026 13F filing. It reduced the position by 425,952 shares (-38.3%) from Q1 2026. Los Angeles Capital Management has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 1.1% of Los Angeles Capital Management's reported 13F portfolio.

Current Value

$298M

Current Shares

687,728

Total Value Change

+$255.3M

Total Shares Change

+96,023

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
687,728
-38.3%
$298M1.1%$432.87
0
2026-Q1
Decreased
1.1M
-2.8%
$237.9M0.9%$213.28
0
2025-Q4
Increased
1.1M
+56.3%
$184.5M0.6%$170.67
61
2025-Q3
Decreased
733,352
-41.5%
$98.2M0.3%$133.28
0
2025-Q2
Increased
1.3M
+68.8%
$122.1M0.5%$96.70
53
2025-Q1
Increased
742,966
+25.6%
$54M0.2%$72.04
43
2024-Q4
New
591,705
-
$42.7M0.2%$71.36
48

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

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