SEC 13F Intelligence

Wcm Investment Management, LLC / LRCXEUR

Wcm Investment Management, LLC’s Lam Research Corp Position

Does Wcm Investment Management, LLC own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 484.9K shares worth $471M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$471M
Q1 2024
Shares
484.9K
% of Portfolio
+1.12%
Quarters Held
11
position exited

Position History LRCXEUR

Reported value by quarter
Q3 ’21: $297MQ3 ’21Q4 ’21: $559MQ1 ’22: $424MQ1 ’22Q2 ’22: $325MQ3 ’22: $314MQ3 ’22Q4 ’22: $370MQ1 ’23: $450MQ1 ’23Q2 ’23: $381MQ3 ’23: $374MQ3 ’23Q4 ’23: $474MQ1 ’24: $471MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024484.9K$471M+1.12%
Q4 2023600.6K$474M+1.31%
Q3 2023596.9K$374M+1.10%
Q2 2023587.8K$381M+1.14%
Q1 2023848.1K$450M+1.44%
Q4 2022881.3K$370M+1.24%
Q3 2022846.6K$314M+1.13%
Q2 2022760.8K$325M+1.17%
Q1 2022789.4K$424M+1.18%
Q4 2021777.2K$559M+1.26%
Q3 2021521.0K$297M+0.69%

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