Position in LRCX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$593,974
-$1,508,116 QoQ
Shares Held
2,780
-77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Davis Selected Advisers holds $409,751,466 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,197,102 | $409,157,492 | |
| 2 | LRCX |
Lam Research Corp
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|
2,780 | $593,974 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $593,974 | 2,780 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,102,090 | 12,280 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,644,292 | 12,280 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $1,195,335 | 12,280 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $892,756 | 12,280 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $886,984 | 12,280 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||