NZS Capital, LLC
- SEC CIK
- 0001816616
- Latest filing
- Aug 14, 2026
LRCX holding history
Lam Research Corp in every 13F filed by NZS Capital, 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)
- 535,030
- Value
- $231.8M
- % of portfolio
- 6.0%
- Quarters held
- 21
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 535,030 | $231.8M | 6.0% | −38,857−6.8% | Reduced | Holders |
| Q1 2026 | 573,887 | $122.6M | 4.1% | −165,786−22.4% | Reduced | Holders |
| Q4 2025 | 739,673 | $126.6M | 3.9% | −331,513−30.9% | Reduced | Holders |
| Q3 2025 | 1,071,186 | $143.4M | 4.4% | +16,308+1.5% | Added | Holders |
| Q2 2025 | 1,054,878 | $102.7M | 3.5% | +123,118+13.2% | Added | Holders |
| Q1 2025 | 931,760 | $67.7M | 3.1% | −14,613−1.5% | Reduced | Holders |
| Q4 2024 | 946,373 | $68.4M | 2.9% | 00.0% | UnchangedConverted for a 10-for-1 split | Holders |
| Q3 2024 | 94,949 | $77.5M | 3.0% | +9,000+10.5% | Added | Holders |
| Q2 2024 | 85,949 | $91.5M | 3.8% | −4,016−4.5% | Reduced | Holders |
| Q1 2024 | 89,965 | $87.4M | 3.6% | +2,986+3.4% | Added | Holders |
| Q4 2023 | 86,979 | $68.1M | 3.6% | −7,406−7.8% | Reduced | Holders |
| Q3 2023 | 94,385 | $59.2M | 3.2% | −5,199−5.2% | Reduced | Holders |
| Q2 2023 | 99,584 | $64.0M | 3.2% | −14,085−12.4% | Reduced | Holders |
| Q1 2023 | 113,669 | $60.3M | 3.2% | +26,737+30.8% | Added | Holders |
| Q4 2022 | 86,932 | $36.5M | 3.1% | −3,934−4.3% | Reduced | Holders |
| Q3 2022 | 90,866 | $33.3M | 3.1% | +15,280+20.2% | Added | Holders |
| Q2 2022 | 75,586 | $32.2M | 3.4% | +15,340+25.5% | Added | Holders |
| Q1 2022 | 60,246 | $32.4M | 3.3% | +4,732+8.5% | Added | Holders |
| Q4 2021 | 55,514 | $39.9M | 3.5% | −123−0.2% | Reduced | Holders |
| Q3 2021 | 55,637 | $31.7M | 3.1% | −5,824−9.5% | Reduced | Holders |
| Q2 2021 | 61,461 | $40.0M | 3.7% | – | No prior filing | Holders |