Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Lam Research Corp. (LRCX)
← All LRCX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,780 <0.01 Reduce 77.36% <0.01 $194.08–275.84 · VW $242.59i $593,975 SEC
2025   Q4 12,280 0.01 $171.18 $2,102,090 SEC
2025   Q3 12,280 0.01 $133.90 $1,644,292 SEC
2025   Q2 12,280 0.01 $97.34 $1,195,335 SEC
2025   Q1 12,280 0.01 $72.70 $892,756 SEC
2024   Q4 12,280 0.01 $72.23 $886,984 SEC
2024   Q3 12,280 0.01 $81.61 $1,002,146 SEC
2024   Q2 12,280 0.01 $106.48 $1,307,636 SEC
2024   Q1 12,280 0.01 $97.16 $1,193,088 SEC
2023   Q4 12,280 0.01 $78.33 $961,843 SEC
2023   Q3 12,280 <0.01 $62.68 $769,674 SEC
2023   Q2 12,280 <0.01 $64.29 $789,432 SEC
2023   Q1 12,280 <0.01 $53.01 $650,987 SEC
2022   Q4 12,280 <0.01 $42.03 $516,128 SEC
2022   Q3 12,280 <0.01 $36.56 $449,000 SEC
2022   Q2 12,280 <0.01 $42.59 $523,000 SEC
2022   Q1 12,280 <0.01 $53.75 $660,000 SEC
2021   Q4 12,280 <0.01 Reduce 49.98% <0.01 $53.00–73.18 · VW $61.73i $883,000 SEC
2021   Q3 24,550 0.01 $56.90 $1,397,000 SEC
2021   Q2 24,550 0.01 $65.05 $1,597,000 SEC
2021   Q1 24,550 0.01 $59.51 $1,461,000 SEC
2020   Q4 24,550 0.01 $47.21 $1,159,000 SEC
2020   Q3 24,550 <0.01 $33.16 $814,000 SEC
2020   Q2 24,550 <0.01 $32.34 $794,000 SEC
2020   Q1 24,550 <0.01 Reduce 29.56% <0.01 $18.14–34.43 · VW $26.03i $589,000 SEC
2019   Q4 34,850 0.01 $29.24 $1,019,000 SEC
2019   Q3 34,850 <0.01 $23.10 $805,000 SEC
2019   Q2 34,850 <0.01 $18.79 $655,000 SEC
2019   Q1 34,850 <0.01 $17.91 $624,000 SEC
2018   Q4 34,850 <0.01 $13.63 $475,000 SEC
2018   Q3 34,850 <0.01 $15.18 $529,000 SEC
2018   Q2 34,850 <0.01 $17.27 $602,000 SEC
2018   Q1 34,850 <0.01 $20.32 $708,000 SEC
2017   Q4 34,850 <0.01 $18.39 $641,000 SEC
2017   Q3 34,850 <0.01 $18.51 $645,000 SEC
2017   Q2 34,850 <0.01 Reduce 19.98% <0.01 $13.92–17.00 · VW $15.62i $493,000 SEC
2017   Q1 43,550 <0.01 $12.84 $559,000 SEC
2016   Q4 43,550 <0.01 $10.56 $460,000 SEC
2016   Q3 43,550 <0.01 $9.46 $412,000 SEC
2016   Q2 43,550 <0.01 Add 59.52% <0.01 $7.20–9.38 · VW $8.52i $366,000 SEC
2016   Q1 27,300 <0.01 Buy <0.01 $6.31–8.38 · VW $7.44i $225,000 SEC
Price snapshot:
Current price$329.92
Avg. buy price$8.30
+/- since buy3,873.77%
52-week low$90.44
52-week high$438.50