POLEN CAPITAL MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1034524 Boca Raton, FL

Position in LRCX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$225,303,401

New position

Shares Held

1,054,495

first reported quarter

Ownership

0.084%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $252,696,039 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (89.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,054,495	$225,303,401
2	ASML	Asml Holding NV	16,072	$21,228,379
3	AEHR	Aehr Test Systems	79,396	$2,944,003
4	AXTI	Axt Inc	49,368	$2,812,988
5	VECO	Veeco Instruments Inc	12,028	$407,268

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$225,303,401	1,054,495	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.