Chris Davis's LRCX Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 12,280 shares of Lam Research Corporation (LRCX) worth $1.64 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Chris Davis has maintained this position in LRCX for several quarters, showing initial confidence in the investment.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +12,280 | New Buy | 12,280 | $72.23 |
Chris Davis's Lam Research Corporation Investment FAQs
Chris Davis first purchased Lam Research Corporation (LRCX) in Q4 2024, acquiring 12,280 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Lam Research Corporation (LRCX) for 4 quarters since Q4 2024.
Chris Davis's largest addition to Lam Research Corporation (LRCX) was in Q4 2024, adding 12,280 shares worth $886,984.
According to the latest 13F filing for Q3 2025, Chris Davis's firm, Davis Selected Advisers, owns 12,280 shares of Lam Research Corporation (LRCX), valued at approximately $1.64 M.
As of the Q3 2025 filing, Lam Research Corporation (LRCX) represents approximately 0.01% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Lam Research Corporation (LRCX) was 12,280 shares, as reported at the end of Q4 2024.