Reported 271,700 shares, down 6,300 (2.3%) from the prior quarter.
Reported value 24.9%; share count -2.3% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2024-12-31 | 20506097 |
| 2025-03-31 | 20639530 |
| 2025-06-30 | 27634826 |
| 2025-09-30 | 37224200 |
| 2025-12-31 | 46509606 |
| 2026-03-31 | 43095222 |
| 2026-06-30 | 86362669 |
| 2026-09-30 | 65472043 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Unchanged | 199,300 | 0 (0.0%) | 1.98% | $65,472,043 | 2026-10-21 | |
| Q2 2026 | Reduced | 199,300 | -2,400 (-1.2%) | 2.64% | $86,362,669 | 2026-07-22 | |
| Q1 2026 | Reduced | 201,700 | -70,000 (-25.8%) | 1.52% | $43,095,222 | 2026-04-22 | |
| Q4 2025 | Reduced | 271,700 | -6,300 (-2.3%) | 1.55% | $46,509,606 | 2026-02-13 | |
| Q3 2025 | Reduced | 278,000 | -5,900 (-2.1%) | 1.25% | $37,224,200 | 2025-10-22 | |
| Q2 2025 | Unchanged | 283,900 | 0 (0.0%) | 0.99% | $27,634,826 | 2025-07-30 | |
| Q1 2025 | Unchanged | 283,900 | 0 (0.0%) | 0.82% | $20,639,530 | 2025-04-23 | |
| Q4 2024 | New | 283,900 | +283,900 (0.0%) | 0.78% | $20,506,097 | 2025-02-11 |
Who else reported the position
2497 managers reported LAM RESEARCH CORP for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Added | 134,259,711 | +10,000,727 | 0.39% | $22,982,577,432 | 5 qtrs |
| VANGUARD GROUP INC | Added | 131,185,330 | +211,116 | 0.33% | $22,456,304,790 | 5 qtrs |
| STATE STREET CORPORATION | Reduced | 59,686,084 | -131,268 | 0.34% | $10,232,157,837 | 5 qtrs |
| Invesco Ltd | Added | 51,039,689 | +29,856,741 | 0.82% | $8,736,973,901 | 5 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 33,747,368 | +126,613 | 0.36% | $5,764,117,193 | 5 qtrs |
| FMR LLC | Added | 26,681,564 | +3,329,038 | 0.23% | $4,567,350,044 | 5 qtrs |
| JPMorgan Chase & Co | Reduced | 23,508,596 | -6,436,253 | 0.25% | $4,024,201,738 | 5 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 23,250,342 | -2,064,687 | 0.9% | $3,980,186,049 | 5 qtrs |
| NORGES BANK | New | 21,295,871 | +21,295,871 | 0.39% | $3,645,427,198 | 5 qtrs |
| MORGAN STANLEY | Added | 19,886,007 | +24,492 | 0.2% | $3,404,087,078 | 5 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- February 13, 2026
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 271,700
- 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.