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LRCX
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Position history for Gotham Asset Management, LLC's holdings in LAM RESEARCH CORP

Gotham Asset Management, LLC holds 297,729 shares of LRCX (LAM RESEARCH CORP), worth $63.6M as of 2026-Q1. The position was increased (+0.8% shares). LRCX represents 0.2% of Gotham Asset Management, LLC's portfolio.

Current Value

$63.6M

Current Shares

297,729

Total Value Change

+$52.2M

Total Shares Change

+287,055

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
297,729
+0.8%
$63.6M0.2%$217.27
35
2025-Q4
Increased
295,410
+24.6%
$50.6M0.2%$173.78
43
2025-Q3
Increased
237,177
+251.2%
$31.8M0.1%$130.87
56
2025-Q2
Decreased
67,530
-24.3%
$6.6M0.0%$96.85
0
2025-Q1
Decreased
89,207
-47.7%
$6.5M0.1%$72.17
0
2024-Q4
Increased
170,583
+861.4%
$12.3M0.1%$71.50
54
2024-Q3
Increased
17,743
+66.2%
$14.5M0.1%$81.71
49
2024-Q2
Decreased
10,674
-2.8%
$11.4M0.1%$104.88
0

Other major holders of LRCX: BlackRock, Inc., VANGUARD GROUP INC, VANGUARD CAPITAL MANAGEMENT LLC

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