Question 1

How many shares of LRCX does Mariner, LLC own?

Accepted Answer

As of 2026-Q2, Mariner, LLC holds 884,666 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is Mariner, LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, Mariner, LLC's LRCX position is worth $383.3M.

Question 3

Is Mariner, LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, Mariner, LLC decreased their LRCX position (-2.6% change in shares).

Question 4

When did Mariner, LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, Mariner, LLC first reported a position in LRCX in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	884,666	-2.6%	$383.3M	0.4%	$433.33	0
2026-Q1	Decreased	907,874	-1.4%	$193.9M	0.2%	$217.27	0
2025-Q4	Decreased	921,242	-5.9%	$157.7M	0.2%	$173.78	0
2025-Q3	Increased	978,956	+0.3%	$131.1M	0.2%	$130.87	36
2025-Q2	Increased	975,510	+2.6%	$95M	0.1%	$96.85	37
2025-Q1	Increased	950,812	+2.5%	$69.1M	0.1%	$72.17	36
2024-Q4	Increased	927,657	+902.6%	$67M	0.1%	$71.50	57
2024-Q3	Increased	92,522	+0.2%	$75.5M	0.1%	$81.71	35