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Jeremy Grantham → LRCX via Grantham, Mayo, Van Otterloo & Co. LLC
Jeremy Grantham LRCX Position History
Lam Research Corporation • Technology
Quarters held
14
Latest value
$2.4B
Q2 2026
Peak value
$2.4B
First seen
Q1 2023
Quarter-by-quarter history
Every disclosed snapshot
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2.4B | 5.46M | — | — |
| Q1 2026 | $1.5B | 6.90M | — | — |
| Q4 2025 | $1.6B | 9.34M | — | — |
| Q3 2025 | $1.3B | 9.83M | — | — |
| Q2 2025 | $942M | 9.68M | — | — |
| Q1 2025 | $624.7M | 8.59M | — | — |
| Q4 2024 | $584.9M | 8.10M | — | — |
| Q3 2024 | $660.9M | 809.8K | — | — |
| Q2 2024 | $817.4M | 767.6K | — | — |
| Q1 2024 | $719.8M | 740.8K | — | — |
| Q4 2023 | $494.4M | 631.3K | — | — |
| Q3 2023 | $464M | 740.4K | — | — |
| Q2 2023 | $502.2M | 781.1K | — | — |
| Q1 2023 | $418.8M | 790.0K | — | — |