LAM RESEARCH ORD - US5128073
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Quarter snapshot
Latest / Compare
Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$655M
QoQ value delta ($000)
+$182.7M
(+38.68%)
Implied price effect (QoQ)
+102.81%
Shares
Total shares
1,511,600
QoQ shares delta
-699,000
(-31.62%)
Total shares held by funds (by quarter)
Top holders (Q2 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| CINCINNATI INSURANCE CO | 642,962 | 1,483,770 | 9.26% |
| Cincinnati Specialty Underwriters Insurance CO | 12,059 | 27,830 | 2.69% |