KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in LRCX — Lam Research Corp
CIK 1021223
LOS ANGELES, CA
Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,306,892
+$11,875,513 QoQ
Shares Held
42,247
+40.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#646
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $176,941,939 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
327,173 | $98,711,365 | |
| 2 | AMAT |
Applied Materials Inc /De
|
55,967 | $40,464,141 | |
| 3 | LRCX |
Lam Research Corp
This page
|
42,247 | $18,306,892 | |
| 4 | ASML |
Asml Holding NV
|
4,936 | $9,819,875 | |
| 5 | TER |
Teradyne, Inc
|
19,895 | $9,625,996 | |
| 6 | Q |
Qnity Electronics, Inc.
|
59 | $9,635 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
40 | $3,449 | |
| 8 | IPGP |
Ipg Photonics Corp
|
5 | $586 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,306,892 | 42,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,431,379 | 30,101 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,646,681 | 27,145 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,330,931 | 17,408 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,726,908 | 17,741 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,208,637 | 16,625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $289,858 | 4,013 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $119,963 | 147 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $156,532 | 147 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $140,877 | 145 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $110,439 | 141 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $84,613 | 135 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,643 | 85 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,686 | 56 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $23,536 | 56 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,496 | 56 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $23,864 | 56 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,106 | 56 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,787 | 15 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $63,744 | 112 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $72,878 | 112 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $66,666 | 112 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $52,894 | 112 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $37,156 | 112 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $47,872 | 148 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $36,720 | 153 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||