Back to ALKEON CAPITAL MANAGEMENT LLC ALKEON CAPITAL MANAGEMENT LLC

LRCXLRCX
7 quarters

Position history for ALKEON CAPITAL MANAGEMENT LLCALKEON CAPITAL MANAGEMENT LLC's holdings in LAM RESEARCH CORP COM NEW

ALKEON CAPITAL MANAGEMENT LLC holds 3.1M shares of LRCX (LAM RESEARCH CORP COM NEW), worth $1.3B as of 2026-Q2. The position was decreased (-21.8% shares). LRCX represents 1.8% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$1.3B

Current Shares

3.1M

Total Value Change

+$855.3M

Total Shares Change

-3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.1M
-21.8%
$1.3B1.8%$433.33
0
2026-Q1
Decreased
3.9M
-39.3%
$833.4M1.4%$217.27
0
2025-Q4
Unchanged
6.4M
0.0%
$1.1B1.7%$173.78
0
2025-Q3
Decreased
6.4M
-24.5%
$859.7M1.3%$130.87
0
2025-Q2
Increased
8.5M
+6.9%
$827.8M1.4%$96.85
54
2025-Q1
Increased
8M
+23.2%
$578.3M1.2%$72.17
60
2024-Q4
New
6.5M
-
$466.5M0.9%$71.50
61

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

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