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First Manhattan Co

SEC CIK
0000728083
Latest filing
Aug 14, 2026

LRCX holding history

Lam Research Corp in every 13F filed by First Manhattan Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings

Shares (Q2 2026)
52,227
Value
$22.6M
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of LRCX by First Manhattan Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,227$22.6M0.1%−9,987−16.1%ReducedHolders
Q1 202662,214$13.3M<0.1%−13,459−17.8%ReducedHolders
Q4 202575,673$13.0M<0.1%−261−0.3%ReducedHolders
Q3 202575,934$10.2M<0.1%+21,398+39.2%AddedHolders
Q2 202554,536$5.32M<0.1%+46,985+622.2%AddedHolders
Q1 20257,551$550.7K<0.1%−290−3.7%ReducedHolders
Q4 20247,841$568.2K<0.1%−199−2.5%ReducedConverted for a 10-for-1 splitHolders
Q3 2024804$658.1K<0.1%−1−0.1%ReducedHolders
Q2 2024805$859.0K<0.1%+24+3.1%AddedHolders
Q1 2024781$760.9K<0.1%+27+3.6%AddedHolders
Q4 2023754$591.5K<0.1%+87+13.0%AddedHolders
Q3 2023667$418.1K<0.1%+574+617.2%AddedHolders
Q2 202393$59.8K<0.1%+30+47.6%AddedHolders
Q1 202363$33.4K<0.1%+34+117.2%AddedHolders
Q4 202229$12.2K<0.1%−106−78.5%ReducedHolders
Q3 2022135$49.0K<0.1%+135NewHolders