Question 1

How many shares of LRCX does Artisan Partners Limited Partnership own?

Accepted Answer

As of 2026-Q1, Artisan Partners Limited Partnership holds 5M shares of LRCX (LAM RESEARCH CORP).

Question 2

What is Artisan Partners Limited Partnership's LRCX position worth?

Accepted Answer

As of 2026-Q1, Artisan Partners Limited Partnership's LRCX position is worth $1.1B.

Question 3

Is Artisan Partners Limited Partnership buying or selling LRCX?

Accepted Answer

In 2026-Q1, Artisan Partners Limited Partnership decreased their LRCX position (-36.7% change in shares).

Question 4

When did Artisan Partners Limited Partnership first buy LRCX?

Accepted Answer

Based on available 13F filings, Artisan Partners Limited Partnership first reported a position in LRCX in 2024-Q2. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	5M	-36.7%	$1.1B	1.7%	$217.27	0
2025-Q4	Decreased	8M	-25.2%	$1.4B	2.0%	$173.78	0
2025-Q3	Increased	10.6M	+7.9%	$1.4B	2.0%	$130.87	59
2025-Q2	Increased	9.8M	+35.4%	$958.8M	1.4%	$96.85	65
2025-Q1	Increased	7.3M	+40.1%	$528.8M	0.9%	$72.17	59
2024-Q4	New	5.2M	-	$375M	0.6%	$71.50	61
2024-Q3	Exited	0	-100.0%	$0	0.0%	$81.71	0
2024-Q2	Increased	502,582	+0.5%	$535.2M	0.8%	$104.88	44

LRCX8 quarters

LRCX
8 quarters