Question 1

How many shares of LRCX does NorthCoast Asset Management LLC own?

Accepted Answer

As of 2026-Q2, NorthCoast Asset Management LLC holds 134,134 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is NorthCoast Asset Management LLC's LRCX position worth?

Accepted Answer

As of 2026-Q2, NorthCoast Asset Management LLC's LRCX position is worth $58.1M.

Question 3

Is NorthCoast Asset Management LLC buying or selling LRCX?

Accepted Answer

In 2026-Q2, NorthCoast Asset Management LLC decreased their LRCX position (-36.2% change in shares).

Question 4

When did NorthCoast Asset Management LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, NorthCoast Asset Management LLC 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	Decreased	134,134	-36.2%	$58.1M	1.3%	$433.33	0
2026-Q1	Decreased	210,149	-24.9%	$44.9M	1.0%	$217.27	0
2025-Q4	Decreased	279,906	-88.2%	$47.9M	1.1%	$173.78	0
2025-Q3	Decreased	2.4M	-2.3%	$318.5M	1.2%	$130.87	0
2025-Q2	Increased	2.4M	+2.3%	$236.8M	1.0%	$96.85	49
2025-Q1	Increased	2.4M	+1100.7%	$172.9M	0.9%	$72.17	69
2024-Q4	Increased	198,075	+554.2%	$14.3M	0.1%	$71.50	45
2024-Q3	Decreased	30,277	-1.8%	$23M	0.2%	$81.71	0