WEDGE CAPITAL MANAGEMENT L L P/NC

Position in LRCX — Lam Research Corp

CIK 1015308 CHARLOTTE, NC

Position in LRCX

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$56,044,727

-$13,461,713 QoQ

Shares Held

262,308

-35.4% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 71.8967778336917.ToString("F0")% Shared 0.ToString("F0")% None 28.10322216630831.ToString("F0")%

Technology · as of Mar 31, 2026

WEDGE CAPITAL MANAGEMENT L L P/NC holds $125,038,559 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	169,790	$58,032,524
2	LRCX	Lam Research Corp This page	262,308	$56,044,727
3	KLAC	Kla Corp	40,757	$6,001,101
4	PLAB	Photronics Inc	76,083	$3,074,514
5	IPGP	Ipg Photonics Corp	16,456	$1,885,693

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,044,727	262,308	-35.4%	Shares	Sole	2026-04-13
2025-12-31	$69,506,440	406,043	-34.8%	Shares	Sole	2026-01-14
2025-09-30	$83,344,180	622,436	+24767.6%	Shares	Sole	2025-10-10
2025-06-30	$243,642	2,503	—	Shares	Sole	2025-07-11
No filing history on record for this holder in this stock.