Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,958,733
+$6,569,231 QoQ
Shares Held
29,905
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#757
of 3,103 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, 2026LSV ASSET MANAGEMENT holds $653,344,655 across 7 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
677,323 | $489,704,529 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
844,200 | $72,795,366 | |
| 3 | PLAB |
Photronics Inc
|
2,185,268 | $71,086,768 | |
| 4 | LRCX |
Lam Research Corp
This page
|
29,905 | $12,958,733 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
24,600 | $4,660,470 | |
| 6 | ACMR |
ACM Research, Inc.
|
12,100 | $1,535,369 | |
| 7 | KLAC |
Kla Corp
|
2,000 | $603,420 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,958,733 | 29,905 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,389,502 | 29,905 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,087,254 | 111,504 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,998,337 | 126,948 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,371,895 | 96,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,976,292 | 95,960 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,013,772 | 27,880 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,550,552 | 1,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,023,215 | 1,900 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,137,454 | 2,200 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,193,128 | 2,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,632,434 | 4,200 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,112,768 | 18,842 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $52,710,891 | 99,432 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $45,027,579 | 107,132 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $47,562,432 | 129,952 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $44,733,391 | 104,971 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $52,940,069 | 98,473 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $68,534,995 | 95,300 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $72,896,732 | 128,080 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $109,994,328 | 169,040 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $188,287,507 | 316,322 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $275,187,950 | 582,692 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $264,189,776 | 796,352 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $278,684,079 | 861,572 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $328,130,400 | 1,367,210 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||