Jeremy Grantham acquired 759 Thousand Lam Research Corp. shares worth $342 Million. That's 1.87% of their equity portfolio (14th largest holding). The first Lam Research Corp. trade was made in Q4 2015. Since then Jeremy Grantham bought shares eleven more times and sold shares on nine occasions. The stake costed the investor $285 Million, netting the investor a gain of 20% so far.