Grantham, Mayo, Van Otterloo & Co. LLC
- SEC CIK
- 0001352662
- Latest filing
- Aug 13, 2026
LRCX holding history
Lam Research Corp in every 13F filed by Grantham, Mayo, Van Otterloo & Co. LLC, 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)
- 5,464,726
- Value
- $2.37B
- % of portfolio
- 5.3%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,464,726 | $2.37B | 5.3% | −1,439,480−20.8% | Reduced | Holders |
| Q1 2026 | 6,904,206 | $1.48B | 3.8% | −2,439,874−26.1% | Reduced | Holders |
| Q4 2025 | 9,344,080 | $1.60B | 4.1% | −489,931−5.0% | Reduced | Holders |
| Q3 2025 | 9,834,011 | $1.32B | 3.7% | +156,371+1.6% | Added | Holders |
| Q2 2025 | 9,677,640 | $942.0M | 2.8% | +1,084,306+12.6% | Added | Holders |
| Q1 2025 | 8,593,334 | $624.7M | 2.0% | +495,669+6.1% | Added | Holders |
| Q4 2024 | 8,097,665 | $584.9M | 1.9% | 00.0% | UnchangedConverted for a 10-for-1 split | Holders |
| Q3 2024 | 809,799 | $660.9M | 2.1% | +42,181+5.5% | Added | Holders |
| Q2 2024 | 767,618 | $817.4M | 2.8% | +26,800+3.6% | Added | Holders |
| Q1 2024 | 740,818 | $719.8M | 2.6% | +109,560+17.4% | Added | Holders |
| Q4 2023 | 631,258 | $494.4M | 2.2% | −109,111−14.7% | Reduced | Holders |
| Q3 2023 | 740,369 | $464.0M | 2.2% | −40,780−5.2% | Reduced | Holders |
| Q2 2023 | 781,149 | $502.2M | 2.3% | −8,862−1.1% | Reduced | Holders |
| Q1 2023 | 790,011 | $418.8M | 2.1% | +24,677+3.2% | Added | Holders |
| Q4 2022 | 765,334 | $321.7M | 1.7% | +9,518+1.3% | Added | Holders |
| Q3 2022 | 755,816 | $276.6M | 1.6% | +3,808+0.5% | Added | Holders |
| Q2 2022 | 752,008 | $320.5M | 1.7% | −6,707−0.9% | Reduced | Holders |
| Q1 2022 | 758,715 | $407.9M | 2.0% | +39,074+5.4% | Added | Holders |
| Q4 2021 | 719,641 | $517.5M | 2.5% | +9,462+1.3% | Added | Holders |
| Q3 2021 | 710,179 | $404.2M | 2.0% | +56,125+8.6% | Added | Holders |
| Q2 2021 | 654,054 | $425.6M | 2.1% | +1,553+0.2% | Added | Holders |
| Q1 2021 | 652,501 | $388.4M | 2.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.