LAM RESEARCH CORP · CUSIP 512807108 · CIK 1028074
As of 2026-06-30, MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported 20.30K LRCX (shares), valued at $8.79M, or 3.01% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 27.87%; reported value increased 46.30%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.01% | 20,295 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.44% | 28,135 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 1.15% | 22,105 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 0.71% | 22,749 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 0.47% | 21,169 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 0.55% | 36,604 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 0.82% | 55,280 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 0.74% | 5,528 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 3.09% | 13,339 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 2.73% | 14,290 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 0.77% | 7,005 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.77% | 7,005 | $5.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 2.73% | 14,290 | $13.88M | Shares increased 104.00%; reported value increased 153.04%, and weight changed +1.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 3.09% | 13,339 | $14.20M | Shares decreased 6.66%; reported value increased 2.31%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 0.74% | 5,528 | $4.51M | Shares decreased 58.56%; reported value decreased 68.24%, and weight changed -2.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 0.82% | 55,280 | $3.99M | Shares increased 900.00%; reported value decreased 11.49%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 0.55% | 36,604 | $2.66M | Shares decreased 33.78%; reported value decreased 33.35%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 0.47% | 21,169 | $2.06M | Shares decreased 42.17%; reported value decreased 22.57%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 0.71% | 22,749 | $3.05M | Shares increased 7.46%; reported value increased 47.83%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 1.15% | 22,105 | $3.78M | Shares decreased 2.83%; reported value increased 24.22%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 2.44% | 28,135 | $6.01M | Shares increased 27.28%; reported value increased 58.86%, and weight changed +1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 3.01% | 20,295 | $8.79M | Shares decreased 27.87%; reported value increased 46.30%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.