Jeremy Grantham's LRCX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 9.83 M shares of Lam Research Corporation (LRCX) worth $1.32 B, representing 3.71% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in LRCX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.08 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +8.1 M | New Buy | 8.1 M | $72.23 |
| Q1 2025 | +495,669 | Add 6.12% | 8.59 M | $72.70 |
| Q2 2025 | +1.08 M | Add 12.62% | 9.68 M | $97.34 |
| Q3 2025 | +156,371 | Add 1.62% | 9.83 M | $133.90 |
Jeremy Grantham's Lam Research Corporation Investment FAQs
Jeremy Grantham first purchased Lam Research Corporation (LRCX) in Q4 2024, acquiring 8,097,665 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Lam Research Corporation (LRCX) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Lam Research Corporation (LRCX) was in Q4 2024, adding 8,097,665 shares worth $584.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 9,834,011 shares of Lam Research Corporation (LRCX), valued at approximately $1.32 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lam Research Corporation (LRCX) represents approximately 3.71% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Lam Research Corporation (LRCX) was 9,834,011 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.