Form 13-F position report

LAM RESEARCH CORP

Reported by ADAMS DIVERSIFIED EQUITY FUND INC

LRCX CUSIP 512807108 Manager CIK 0000002230

Reported 37,500 shares, down 6,200 (14.2%) from the prior quarter.

Reported value 6.4%; share count -14.2% vs. the prior quarter.

Reduced
% of reported 13F value 1.29% This manager · Q1 2024
Shares 37,500 Quarter-end amount reported
Reported value $36,433,875 Fair value at quarter end
Consecutive quarters held 21 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
2021-12-31 30636000
2022-03-31 22902000
2022-06-30 18154000
2022-09-30 17897000
2022-12-31 20552670
2023-03-31 25922868
2023-06-30 31435854
2023-09-30 30649053
2023-12-31 34228462
2024-03-31 36433875
2024-06-30 39931875
2024-09-30 26277776
2024-12-31 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 ADAMS DIVERSIFIED EQUITY FUND INC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q4 2024 Reduced 0 -32,200 (-100.0%) 0 $0 2025-02-11
Q3 2024 Reduced 32,200 -5,300 (-14.1%) 0.97% $26,277,776 2024-10-25
Q2 2024 Unchanged 37,500 0 (0.0%) 1.36% $39,931,875 2024-08-01
Q1 2024 Reduced 37,500 -6,200 (-14.2%) 1.29% $36,433,875 2024-04-24
Q4 2023 Reduced 43,700 -5,200 (-10.6%) 1.35% $34,228,462 2024-02-12
Q3 2023 Unchanged 48,900 0 (0.0%) 1.31% $30,649,053 2023-10-25
Q2 2023 Unchanged 48,900 0 (0.0%) 1.31% $31,435,854 2023-08-01
Q1 2023 Unchanged 48,900 0 (0.0%) 1.16% $25,922,868 2023-04-26
Q4 2022 Unchanged 48,900 0 (0.0%) 0.99% $20,552,670 2023-02-03
Q3 2022 Added 48,900 +6,300 (14.8%) 0.89% $17,897,000 2022-10-26
Q2 2022 Unchanged 42,600 0 (0.0%) 0.86% $18,154,000 2022-07-27
Q1 2022 Unchanged 42,600 0 (0.0%) 0.91% $22,902,000 2022-04-27
Q4 2021 Unchanged 42,600 0 (0.0%) 1.16% $30,636,000 2022-02-11
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1832 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 24, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
37,500
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.