MARSICO CAPITAL MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1055966 DENVER, CO

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$25,654,869

+$12,949,150 QoQ

Shares Held

59,204

-0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#549

of 3,103 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MARSICO CAPITAL MANAGEMENT LLC holds $225,338,412 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	86,826	$172,735,108
2	KLAC	Kla Corp	89,319	$26,948,435
3	LRCX	Lam Research Corp This page	59,204	$25,654,869

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,654,869	59,204	-0.4%	Shares	Sole	2026-08-13
2026-03-31	$12,705,719	59,467	+1000.0%	Shares	Sole	2026-05-13
2022-06-30	$2,303,766	5,406	-96.1%	Shares	Sole	2022-08-12
2022-03-31	$74,832,623	139,195	+26.0%	Shares	Sole	2022-05-13
2021-12-31	$79,432,274	110,453	-3.6%	Shares	Sole	2022-02-14
2021-09-30	$65,200,116	114,557	+18.4%	Shares	Sole	2021-11-12
2021-06-30	$62,931,799	96,714	-20.6%	Shares	Sole	2021-08-16
2021-03-31	$72,475,827	121,759	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$57,314,214	121,359	+0.2%	Shares	Sole	2021-02-16
2020-09-30	$40,200,469	121,177	0.0%	Shares	Sole	2020-11-13
2020-06-30	$39,195,912	121,177	-18.5%	Shares	Sole	2020-08-14
2020-03-31	$35,691,360	148,714	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.