SEC 13F Intelligence

Acadian Asset Management LLC / LRCX

Acadian Asset Management LLC’s Lam Research Corp Position

Does Acadian Asset Management LLC own Lam Research Corp (LRCX)? Yes — 2.99M shares worth $639M (+0.91% of its 13F portfolio) as of Q1 2026, up from 2.12M shares the prior filed quarter.

Position Value
$639M
Q1 2026
Shares
2.99M
% of Portfolio
+0.91%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $15MQ1 ’25Q2 ’25: $155MQ2 ’25Q3 ’25: $261MQ3 ’25Q4 ’25: $362MQ4 ’25Q1 ’26: $639MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.99M$639M+0.91%
Q4 20252.12M$362M+0.60%
Q3 20251.95M$261M+0.46%
Q2 20251.59M$155M+0.32%
Q1 2025207.1K$15M+0.04%
Q4 2024112.3K$8M+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Acadian Asset Management LLC’s full portfolio or all institutional holders of LRCX.