ALKEON CAPITAL MANAGEMENT LLC
Holdings in LRCX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $684,720,000 | 4,000,000 | Shares | Sole | 2026-02-17 |
| 2025-12-31 | $1,099,053,657 | 6,420,456 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $859,699,057 | 6,420,456 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $827,823,746 | 8,504,456 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $578,288,951 | 7,954,456 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $466,513,345 | 6,458,720 | Shares | Sole | 2025-02-14 |