Form 13-F position report

LAM RESEARCH CORP

Reported by Bayesian Capital Management LP

LRCX CUSIP 512807108 Manager CIK 0001632551

Reported 200 shares, down 5,163 (96.3%) from the prior quarter.

Reported value -95.9%; share count -96.3% vs. the prior quarter.

Reduced
% of reported 13F value 0.02% This manager · Q2 2024
Shares 200 Quarter-end amount reported
Reported value $212,970 Fair value at quarter end
Consecutive quarters held 6 Through Q2 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
2023-03-31 5667513
2023-06-30 8351394
2023-09-30 5760643
2023-12-31 0
2024-03-31 5210530
2024-06-30 212970
2024-09-30 0

Quarterly position history

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

7 quarters
Quarterly reported position history for LAM RESEARCH CORP held by Bayesian Capital Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2024 Reduced 0 -200 (-100.0%) 0 $0 2024-11-14
Q2 2024 Reduced 200 -5,163 (-96.3%) 0.02% $212,970 2024-08-14
Q1 2024 New 5,363 +5,363 (0.0%) 0.5% $5,210,530 2024-05-15
Q4 2023 Reduced 0 -9,191 (-100.0%) 0 $0 2024-02-14
Q3 2023 Reduced 9,191 -3,800 (-29.3%) 0.66% $5,760,643 2023-11-14
Q2 2023 Added 12,991 +2,300 (21.5%) 0.9% $8,351,394 2023-08-14
Q1 2023 New 10,691 +10,691 (0.0%) 0.7% $5,667,513 2023-05-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1884 managers reported LAM RESEARCH CORP for Q2 2024.

Managers reporting LAM RESEARCH CORP in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 12,929,760 +757,216 0.31% $13,768,255,038 45 qtrs
VANGUARD GROUP INC Added 12,050,489 +193,828 0.25% $12,831,963,212 45 qtrs
STATE STREET CORPORATION Reduced 5,792,590 -19,735 0.27% $6,179,538,400 45 qtrs
JPMorgan Chase & Co Reduced 4,366,650 -40,018 0.38% $4,649,827,915 45 qtrs
FMR LLC Added 4,107,695 +424,812 0.28% $4,374,078,352 45 qtrs
AMERIPRISE FINANCIAL INC Reduced 3,096,604 -420,723 0.89% $3,297,490,543 45 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 3,056,458 +69,754 0.29% $3,247,580,460 45 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 2,483,209 -475,942 0.32% $2,644,247,000 45 qtrs
MORGAN STANLEY Added 2,055,560 +143,876 0.17% $2,188,865,814 45 qtrs
Invesco Ltd Added 1,867,803 +60,144 0.42% $1,988,929,578 45 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
200
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.