Question 1

How many shares of LRCX does AustralianSuper Pty Ltd own?

Accepted Answer

As of 2026-Q2, AustralianSuper Pty Ltd holds 555,814 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is AustralianSuper Pty Ltd's LRCX position worth?

Accepted Answer

As of 2026-Q2, AustralianSuper Pty Ltd's LRCX position is worth $240.9M.

Question 3

Is AustralianSuper Pty Ltd buying or selling LRCX?

Accepted Answer

In 2026-Q2, AustralianSuper Pty Ltd decreased their LRCX position (-21.1% change in shares).

Question 4

When did AustralianSuper Pty Ltd first buy LRCX?

Accepted Answer

Based on available 13F filings, AustralianSuper Pty Ltd first reported a position in LRCX in 2024-Q3. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	555,814	-21.1%	$240.9M	1.0%	$433.33	0
2026-Q1	Decreased	704,267	-61.5%	$150.5M	0.8%	$217.27	0
2025-Q4	Increased	1.8M	+6.5%	$313.5M	1.5%	$173.78	52
2025-Q3	Increased	1.7M	+429.4%	$230.4M	1.1%	$130.87	78
2025-Q2	New	324,996	—	$31.6M	0.2%	$96.85	48
2024-Q4	Exited	0	-100.0%	$0	0.0%	$71.50	0
2024-Q3	Decreased	2,446	-55.0%	$2M	0.0%	$81.71	0