Form 13-F position report

LAM RESEARCH CORP

Reported by VAN ECK ASSOCIATES CORP

LRCX CUSIP 512807108 Manager CIK 0000869178

Reported 968,115 shares, up 191,230 (24.6%) from the prior quarter.

Reported value 54.6%; share count 24.6% vs. the prior quarter.

Added
% of reported 13F value 1.42% This manager · Q1 2024
Shares 968,115 Quarter-end amount reported
Reported value $940,592,000 Fair value at quarter end
Consecutive quarters held 44 Through Q1 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 389336000
2021-12-31 496580000
2022-03-31 512812000
2022-06-30 457464000
2022-09-30 417360000
2022-12-31 474390000
2023-03-31 613968000
2023-06-30 616477000
2023-09-30 433589000
2023-12-31 608503000
2024-03-31 940592000
2024-06-30 1145664000
2024-09-30 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

13 quarters
Quarterly reported position history for LAM RESEARCH CORP held by VAN ECK ASSOCIATES CORP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2024 Reduced 0 -1,075,893 (-100.0%) 0 $0 2024-10-29
Q2 2024 Added 1,075,893 +107,778 (11.1%) 1.63% $1,145,664,000 2024-07-31
Q1 2024 Added 968,115 +191,230 (24.6%) 1.42% $940,592,000 2024-04-30
Q4 2023 Added 776,885 +85,102 (12.3%) 1.11% $608,503,000 2024-02-05
Q3 2023 Reduced 691,783 -267,177 (-27.9%) 0.95% $433,589,000 2023-11-08
Q2 2023 Reduced 958,960 -199,207 (-17.2%) 1.35% $616,477,000 2023-08-03
Q1 2023 Added 1,158,167 +29,472 (2.6%) 1.4% $613,968,000 2023-05-03
Q4 2022 Reduced 1,128,695 -11,634 (-1.0%) 1.23% $474,390,000 2023-02-08
Q3 2022 Added 1,140,329 +66,847 (6.2%) 1.24% $417,360,000 2022-10-27
Q2 2022 Added 1,073,482 +119,608 (12.5%) 1.21% $457,464,000 2022-08-03
Q1 2022 Added 953,874 +263,364 (38.1%) 1.06% $512,812,000 2022-05-10
Q4 2021 Added 690,510 +6,445 (0.9%) 1.15% $496,580,000 2022-01-26
Q3 2021 Added 684,065 +245,847 (56.1%) 0.98% $389,336,000 2021-11-03
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1831 managers reported LAM RESEARCH CORP for Q1 2024.

Managers reporting LAM RESEARCH CORP in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 12,172,544 +394,455 0.28% $11,826,478,779 44 qtrs
VANGUARD GROUP INC Added 11,856,661 +144,914 0.23% $11,519,576,127 44 qtrs
STATE STREET CORPORATION Reduced 5,812,325 -3,499 0.25% $5,658,373,380 44 qtrs
JPMorgan Chase & Co Added 4,406,668 +249,340 0.36% $4,281,387,127 44 qtrs
FMR LLC Added 3,682,883 +399,908 0.24% $3,578,178,244 44 qtrs
AMERIPRISE FINANCIAL INC Reduced 3,517,327 -760,365 0.94% $3,417,430,637 44 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 2,986,704 +44,213 0.27% $2,895,556,850 44 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 2,959,151 +142,903 0.35% $2,875,023,000 44 qtrs
GQG Partners LLC Reduced 2,156,076 -48,078 3.37% $2,094,778,767 7 qtrs
JANUS HENDERSON GROUP PLC Reduced 1,949,319 -283,642 1.03% $1,893,771,856 44 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
April 30, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
968,115
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.