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 Corporation

ALKEON CAPITAL MANAGEMENT LLC holds 3.1M shares of LRCX (Lam Research Corporation), 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%$432.87
0
2026-Q1
Decreased
3.9M
-39.3%
$833.4M1.4%$213.28
0
2025-Q4
Unchanged
6.4M
0.0%
$1.1B1.7%$170.67
0
2025-Q3
Decreased
6.4M
-24.5%
$859.7M1.3%$133.28
0
2025-Q2
Increased
8.5M
+6.9%
$827.8M1.4%$96.70
54
2025-Q1
Increased
8M
+23.2%
$578.3M1.2%$72.04
60
2024-Q4
New
6.5M
-
$466.5M0.9%$71.36
61

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

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