David M. Polen
Polen Capital Management
Polen Capital Management Lam Research Corp stake
total: 588
Polen Capital Management LRCX trades
- Total transactions:
- 2
- New positions:
- 1
- Reduced:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 859,036 Lam Research Corp (LRCX) shares with a market value of roughly $372.25M accounting for 3.21% of the overall portfolio. To date, the estimated cost basis is nearly $213.66 for "buy" trades and estimated average "sell" price is $433.33. Polen Capital Management first purchased LRCX in 2026 Q1, initially acquiring about 1.05M shares. Since the initial investment in Lam Research Corp (LRCX), Polen Capital Management has made 1 more transaction.
When did Polen Capital Management buy Lam Research Corp (LRCX)?
Polen Capital Management first invested in Lam Research Corp (LRCX) in 2026 Q1 at the reported quarter-end price of $213.66 per share.
What's the cost basis of Polen Capital Management's LRCX stake?
The estimated cost basis for Lam Research Corp (LRCX) stake is around $213.66 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $213.66
- Weighted AVG sell price:
- $433.33
Polen Capital Management's historical trades in Lam Research Corp
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
3.21%
|
859,036
|
$433.33
|
$372,246,307
|
-18.54% (-195,459)
|
-0.59%
|
|
2026 Q1
|
1.56%
|
1,054,495
|
$213.66
|
$225,303,412
|
new
|
+1.56%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.