Manning & Napier Group's LRCX Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 575,972 shares of Lam Research Corporation (LRCX) worth $100.09 M, representing 1.30% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Manning & Napier Group has initiated a new position in LRCX, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 575,492 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +575,492 | Add 119894.17% | 575,972 | $173.78 |
| Q3 2025 | +480 | New Buy | 480 | $133.90 |
Manning & Napier Group's Lam Research Corporation Investment FAQs
Manning & Napier Group first purchased Lam Research Corporation (LRCX) in Q3 2025, acquiring 480 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Lam Research Corporation (LRCX) for 2 quarters since Q3 2025.
Manning & Napier Group's largest addition to Lam Research Corporation (LRCX) was in Q4 2025, adding 575,972 shares worth $100.09 M.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 575,972 shares of Lam Research Corporation (LRCX), valued at approximately $100.09 M.
As of the Q4 2025 filing, Lam Research Corporation (LRCX) represents approximately 1.30% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Lam Research Corporation (LRCX) was 575,972 shares, as reported at the end of Q4 2025.