Position history for ALKEON CAPITAL MANAGEMENT LLC's holdings in LAM RESEARCH CORP
ALKEON CAPITAL MANAGEMENT LLC holds 3.9M shares of LRCX (LAM RESEARCH CORP), worth $833.4M as of 2026-Q1. The position was decreased (-39.3% shares). LRCX represents 1.4% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.
Current Value
$833.4M
Current Shares
3.9M
Total Value Change
+$414.8M
Total Shares Change
+3.5M
Other major holders of LRCX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 | Increased | 6.5M | +1358.1% | $466.5M | 0.9% | $71.50 | 71 |
| 2024-Q3 | Increased | 442,967 | +12.7% | $361.5M | 0.6% | $81.71 | 49 |
| 2024-Q2 | Increased | 393,046 | +34.1% | $418.5M | 0.7% | $104.88 | 57 |