Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$612,121,091
+$287,590,567 QoQ
Shares Held
1,412,598
-7.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#91
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $4,544,309,261 across 23 Semiconductor Equipment & Materials names. LRCX ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
3,872,736 | $1,168,443,178 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,569,763 | $1,134,938,649 | |
| 3 | ASML |
Asml Holding NV
|
476,010 | $946,993,286 | |
| 4 | LRCX |
Lam Research Corp
This page
|
1,412,598 | $612,121,091 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
1,134,007 | $214,837,626 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,315,485 | $154,332,700 | |
| 7 | COHU |
Cohu Inc
|
978,370 | $72,311,326 | |
| 8 | TER |
Teradyne, Inc
|
128,733 | $62,286,174 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,121,091 | 1,412,598 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $324,530,524 | 1,518,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $305,583,346 | 1,785,158 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $254,254,274 | 1,898,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $184,005,208 | 1,890,335 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $138,516,764 | 1,905,320 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $139,570,245 | 1,932,303 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $112,352,181 | 137,673 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $187,694,720 | 176,264 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $173,149,319 | 178,216 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $155,514,706 | 198,548 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $120,460,179 | 192,192 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $108,164,409 | 168,255 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $107,440,480 | 202,672 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $88,344,538 | 210,194 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $141,553,062 | 386,757 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $180,326,224 | 423,152 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $238,748,837 | 444,093 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $334,087,604 | 464,559 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $248,457,310 | 436,541 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $302,766,155 | 465,293 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $278,543,153 | 467,951 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $238,169,066 | 504,307 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $189,964,362 | 572,613 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $192,551,856 | 595,288 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $145,321,200 | 605,505 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||