Back to Rafferty Asset Management, LLC Rafferty Asset Management, LLC

LRCXLRCX
7 quarters

Position history for Rafferty Asset Management, LLCRafferty Asset Management, LLC's holdings in LAM RESEARCH CORP

Yes. Rafferty Asset Management holds 2,774,672 shares of LRCX (Lam Research), worth $1.2B, as of its Q2 2026 13F filing. It increased the position by 989,215 shares (+55.4%) from Q1 2026. Rafferty Asset Management has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 2.7% of Rafferty Asset Management's reported 13F portfolio.

Current Value

$1.2B

Current Shares

2.8M

Total Value Change

+$885.2M

Total Shares Change

-1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.8M
+55.4%
$1.2B2.7%$432.87
77
2026-Q1
Decreased
1.8M
-32.7%
$381.5M1.5%$213.28
0
2025-Q4
Decreased
2.7M
-25.3%
$454.4M1.6%$170.67
0
2025-Q3
Decreased
3.6M
-25.2%
$476.1M1.5%$133.28
0
2025-Q2
Increased
4.8M
+32.4%
$462.8M1.5%$96.70
63
2025-Q1
Decreased
3.6M
-18.2%
$261M1.1%$72.04
0
2024-Q4
New
4.4M
-
$317.2M1.1%$71.36
71

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

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