Back to LRCX

Assenagon Asset Management S.A. → LRCX

Assenagon Asset Management S.A. LRCX Position History

Lam Research Corporation • Technology

Quarters held
6
Latest value
$318.8M
Q3 2026
Peak value
$452.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$109.9M
Q4 2025$17.3M
Q1 2026$452.2M
Q2 2026$225M
Q2 2026$225M
Q3 2026$318.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$318.8M970.5K——
Q2 2026$225M519.2K——
Q2 2026$225M519.2K——
Q1 2026$452.2M2.12M——
Q4 2025$17.3M101.0K——
Q3 2025$109.9M821.0K——

Other funds holding LRCX

Other Assenagon Asset Management S.A. positions

AMZN

AMAZON COM INC

$6.5B
AAPL

APPLE INC

$6.4B
NVDA

NVIDIA CORPORATION

$5.3B
NVDA

NVIDIA CORPORATION

$5.3B
MSFT

MICROSOFT CORP

$5.2B
MSFT

MICROSOFT CORP

$5.2B
AAPL

APPLE INC

$5.1B
MSFT

MICROSOFT CORP

$5.1B