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LRCX
9 quarters

Position history for Assenagon Asset Management S.A.'s holdings in LAM RESEARCH CORP

Assenagon Asset Management S.A. holds 519,230 shares of LRCX (LAM RESEARCH CORP), worth $225M as of 2026-Q2. The position was decreased (-75.5% shares). LRCX represents 0.3% of Assenagon Asset Management S.A.'s portfolio.

Current Value

$225M

Current Shares

519,230

Total Value Change

+$159.5M

Total Shares Change

+457,736

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
519,230
-75.5%
$225M0.3%$284.72
0
2026-Q1
Increased
2.1M
+1994.3%
$452.2M0.7%$217.27
71
2025-Q4
Decreased
101,045
-87.7%
$17.3M0.0%$173.78
0
2025-Q3
Decreased
821,003
-23.6%
$109.9M0.2%$130.87
0
2025-Q2
Increased
1.1M
+23.9%
$104.6M0.2%$96.85
44
2025-Q1
Decreased
868,002
-64.3%
$63.1M0.1%$72.17
0
2024-Q4
New
2.4M
-
$175.7M0.3%$71.50
50
2024-Q3
Exited
0
-100.0%
$00.0%$81.71
0
2024-Q2
Increased
61,494
+74.8%
$65.5M0.1%$104.88
53

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

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