Question 1

How many shares of LRCX does Sumitomo Mitsui DS Asset Management Company, Ltd own?

Accepted Answer

As of 2026-Q2, Sumitomo Mitsui DS Asset Management Company, Ltd holds 180,116 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is Sumitomo Mitsui DS Asset Management Company, Ltd's LRCX position worth?

Accepted Answer

As of 2026-Q2, Sumitomo Mitsui DS Asset Management Company, Ltd's LRCX position is worth $78M.

Question 3

Is Sumitomo Mitsui DS Asset Management Company, Ltd buying or selling LRCX?

Accepted Answer

In 2026-Q2, Sumitomo Mitsui DS Asset Management Company, Ltd increased their LRCX position (+1.6% change in shares).

Question 4

When did Sumitomo Mitsui DS Asset Management Company, Ltd first buy LRCX?

Accepted Answer

Based on available 13F filings, Sumitomo Mitsui DS Asset Management Company, Ltd first reported a position in LRCX in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	180,116	+1.6%	$78M	0.5%	$433.33	42
2026-Q1	Increased	177,370	+5.3%	$37.9M	0.3%	$217.27	37
2025-Q4	Increased	168,519	+3.4%	$28.8M	0.2%	$173.78	36
2025-Q3	Increased	162,968	+5.1%	$21.8M	0.2%	$130.87	36
2025-Q2	Increased	155,078	+1.8%	$15.1M	0.1%	$96.85	34
2025-Q1	Increased	152,329	+5.2%	$11.1M	0.1%	$72.17	35
2024-Q4	Increased	144,845	+957.4%	$10.5M	0.1%	$71.50	54
2024-Q3	Increased	13,698	+2.0%	$11.2M	0.1%	$81.71	34