BAMCO INC /NY/

Position in LRCX — Lam Research Corp

CIK 1017918 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$56,037,368

+$31,109,656 QoQ

Shares Held

129,318

+10.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#385

of 3,103 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

BAMCO INC /NY/ holds $163,387,477 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	36,286	$72,188,816
2	LRCX	Lam Research Corp This page	129,318	$56,037,368
3	NVMI	Nova Ltd.	60,244	$32,708,877
4	AMAT	Applied Materials Inc /De	3,392	$2,452,416

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,037,368	129,318	+10.8%	Shares	Defined	2026-08-14
2026-03-31	$24,927,712	116,670	+316.2%	Shares	Defined	2026-05-15
2025-12-31	$4,798,004	28,029	+107.2%	Shares	Defined	2026-02-17
2025-09-30	$1,811,533	13,529	-7.1%	Shares	Defined	2025-11-14
2025-06-30	$1,418,049	14,568	+61.5%	Shares	Defined	2025-08-14
2025-03-31	$655,681	9,019	0.0%	Shares	Defined	2025-05-15
2024-12-31	$651,442	9,019	+985.3%	Shares	Defined	2025-02-14
2024-09-30	$678,162	831	-93.0%	Shares	Defined	2024-11-14
2024-06-30	$12,557,776	11,793	+0.0%	Shares	Defined	2024-08-14
2024-03-31	$11,454,810	11,790	+14.5%	Shares	Defined	2024-05-15
2023-12-31	$8,067,578	10,300	+4900.0%	Shares	Defined	2024-02-14
2023-09-30	$129,114	206	+21.9%	Shares	Defined	2023-11-14
2023-06-30	$108,643	169	+17.4%	Shares	Defined	2023-08-14
2023-03-31	$76,337	144	+3.6%	Shares	Defined	2023-05-15
2022-12-31	$58,421	139	+18.8%	Shares	Defined	2023-02-14
2022-09-30	$42,822	117	+5.4%	Shares	Defined	2022-11-14
2022-06-30	$47,302	111	0.0%	Shares	Defined	2022-08-15
2022-03-31	$59,674	111	—	Shares	Defined	2022-05-13
No filing history on record for this holder in this stock.