Question 1

How many shares of LRCX does ALKEON CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC holds 3.1M shares of LRCX (LAM RESEARCH CORP).

Question 2

What is ALKEON CAPITAL MANAGEMENT LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC's LRCX position is worth $1.3B.

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC decreased their LRCX position (-21.8% change in shares).

Question 4

When did ALKEON CAPITAL MANAGEMENT LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in LRCX in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.1M	-21.8%	$1.3B	1.8%	$433.33	0
2026-Q1	Decreased	3.9M	-39.3%	$833.4M	1.4%	$217.27	0
2025-Q4	Unchanged	6.4M	0.0%	$1.1B	1.7%	$173.78	0
2025-Q3	Decreased	6.4M	-24.5%	$859.7M	1.3%	$130.87	0
2025-Q2	Increased	8.5M	+6.9%	$827.8M	1.4%	$96.85	54
2025-Q1	Increased	8M	+23.2%	$578.3M	1.2%	$72.17	60
2024-Q4	New	6.5M	—	$466.5M	0.9%	$71.50	61