Form 13-F position report

LAM RESEARCH CORP

Reported by SANDS CAPITAL MANAGEMENT LLC

Manager portfolio Source filing
LRCX CUSIP 512807108 Manager CIK 0001020066
Latest reported change

Reported 1,414,612 shares, down 265,570 (15.8%) from the prior quarter.

Reported value 4.4%; share count -15.8% vs. the prior quarter.

Reduced
% of reported 13F value 3.84% This manager · Q1 2024
Shares 1,414,612 Quarter-end amount reported
Reported value $1,374,394,581 Fair value at quarter end
Consecutive quarters held 14 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.

Manager history

Quarterly position history

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

14 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q4 2024 Reduced 0 -824,114 (-100.0%) 0 $0 2025-02-13
Q3 2024 Reduced 824,114 -325,596 (-28.3%) 2.04% $672,542,953 2024-11-13
Q2 2024 Reduced 1,149,710 -264,902 (-18.7%) 3.6% $1,224,268,693 2024-08-13
Q1 2024 Reduced 1,414,612 -265,570 (-15.8%) 3.84% $1,374,394,581 2024-05-14
Q4 2023 Reduced 1,680,182 -253,811 (-13.1%) 4.0% $1,316,019,353 2024-02-13
Q3 2023 Reduced 1,933,993 -171,053 (-8.1%) 4.13% $1,212,168,793 2023-11-14
Q2 2023 Reduced 2,105,046 -123,992 (-5.6%) 4.2% $1,353,249,872 2023-08-15
Q1 2023 Reduced 2,229,038 -129,268 (-5.5%) 3.89% $1,181,657,625 2023-05-12
Q4 2022 Reduced 2,358,306 -38,572 (-1.6%) 3.74% $991,196,000 2023-02-13
Q3 2022 Added 2,396,878 +519,679 (27.7%) 3.29% $877,257,000 2022-11-09
Q2 2022 Added 1,877,199 +564,607 (43.0%) 2.77% $799,968,000 2022-08-12
Q1 2022 Reduced 1,312,592 -77,166 (-5.6%) 1.62% $705,663,000 2022-05-13
Q4 2021 Reduced 1,389,758 -101,685 (-6.8%) 1.85% $999,444,000 2022-02-11
Q3 2021 Added 1,491,443 +26,683 (1.8%) 1.42% $848,855,000 2021-11-03
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

1831 managers reported LAM RESEARCH CORP for 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
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Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
990,019
Shared
0
None
424,593

“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.