Question 1

How many shares of LRCX does ALKEON CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q1, ALKEON CAPITAL MANAGEMENT LLC holds 3.9M shares of LRCX (LAM RESEARCH CORP).

Question 2

What is ALKEON CAPITAL MANAGEMENT LLC's LRCX position worth?

Accepted Answer

As of 2026-Q1, ALKEON CAPITAL MANAGEMENT LLC's LRCX position is worth $833.4M.

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling LRCX?

Accepted Answer

In 2026-Q1, ALKEON CAPITAL MANAGEMENT LLC decreased their LRCX position (-39.3% change in shares).

Question 4

When did ALKEON CAPITAL MANAGEMENT LLC first buy LRCX?

Accepted Answer

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in LRCX in 2026-Q1. They have held the position across 30 quarters.