Current Value of Holding

$457M

Shares

1.05M

% of Portfolio

2.98%

Average Buy Price

$228

Avg closing price
Price range

1 Polen Capital Lam Research Trades

Polen Capital acquired 1.05M Lam Research shares worth $457M. That's 2.98% of their equity portfolio (14th largest holding). The stake costed the investor $240M, netting the investor a gain of 90% so far.

Avg closing price
Price range
New holding (+1.05M shares) Q1 2026
Avg closing price $227.57
Price range $185.06 - $249.48

News about Lam Research Corp. and Polen Capital

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