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Position history for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s holdings in LAM RESEARCH CORP COM NEW

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds 123,163 shares of LRCX (LAM RESEARCH CORP COM NEW), worth $53.4M as of 2026-Q2. The position was decreased (-17.2% shares). LRCX represents 0.4% of VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s portfolio.

Current Value

$53.4M

Current Shares

123,163

Total Value Change

+$49.2M

Total Shares Change

+118,085

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
123,163
-17.2%
$53.4M0.4%$433.33
0
2026-Q1
Decreased
148,761
-25.0%
$31.8M0.3%$217.27
0
2025-Q4
Increased
198,425
+270.4%
$34M0.3%$173.78
56
2025-Q3
Decreased
53,564
-24.4%
$7.2M0.1%$130.87
0
2025-Q2
Increased
70,828
+36.4%
$6.9M0.1%$96.85
36
2025-Q1
Increased
51,927
+3.3%
$3.8M0.0%$72.17
28
2024-Q4
Increased
50,277
+890.1%
$3.6M0.0%$71.50
43
2024-Q3
Decreased
5,078
-26.8%
$4.1M0.0%$81.71
0

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

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