Question 1

How many shares of LRCX does DnB Asset Management AS own?

Accepted Answer

As of 2026-Q2, DnB Asset Management AS holds 288,952 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is DnB Asset Management AS's LRCX position worth?

Accepted Answer

As of 2026-Q2, DnB Asset Management AS's LRCX position is worth $125.2M.

Question 3

Is DnB Asset Management AS buying or selling LRCX?

Accepted Answer

In 2026-Q2, DnB Asset Management AS increased their LRCX position (+8.9% change in shares).

Question 4

When did DnB Asset Management AS first buy LRCX?

Accepted Answer

Based on available 13F filings, DnB Asset Management AS 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	Increased	288,952	+8.9%	$125.2M	0.4%	$433.33	39
2026-Q1	Decreased	265,397	-74.3%	$56.7M	0.2%	$217.27	0
2025-Q4	Decreased	1M	-60.2%	$177M	0.6%	$173.78	0
2025-Q3	Decreased	2.6M	-17.2%	$348.2M	1.3%	$130.87	0
2025-Q2	Increased	3.1M	+22.0%	$305.7M	1.3%	$96.85	59
2025-Q1	Increased	2.6M	+172.8%	$187.1M	0.9%	$72.17	69
2024-Q4	Increased	943,558	+483.5%	$68.2M	0.3%	$71.50	57
2024-Q3	Increased	161,696	+287.7%	$132M	0.6%	$81.71	69