Question 1

How many shares of LRCX does JUPITER ASSET MANAGEMENT LTD own?

Accepted Answer

As of 2026-Q2, JUPITER ASSET MANAGEMENT LTD holds 158,299 shares of LRCX (LAM RESEARCH CORP).

Question 2

What is JUPITER ASSET MANAGEMENT LTD's LRCX position worth?

Accepted Answer

As of 2026-Q2, JUPITER ASSET MANAGEMENT LTD's LRCX position is worth $68.6M.

Question 3

Is JUPITER ASSET MANAGEMENT LTD buying or selling LRCX?

Accepted Answer

In 2026-Q2, JUPITER ASSET MANAGEMENT LTD decreased their LRCX position (-29.6% change in shares).

Question 4

When did JUPITER ASSET MANAGEMENT LTD first buy LRCX?

Accepted Answer

Based on available 13F filings, JUPITER ASSET MANAGEMENT LTD first reported a position in LRCX in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	158,299	-29.6%	$68.6M	0.3%	$433.33	0
2026-Q1	Decreased	224,931	-43.6%	$48.1M	0.3%	$217.27	0
2025-Q4	Decreased	398,868	-39.5%	$68.3M	0.5%	$173.78	0
2025-Q3	Decreased	659,760	-13.9%	$88.3M	0.8%	$130.87	0
2025-Q2	Increased	766,339	+971.9%	$74.6M	0.6%	$96.85	67
2025-Q1	New	71,491	—	$5.2M	0.0%	$72.17	37