MARCO INVESTMENT MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1080493 ATLANTA, GA

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$21,783,499

+$9,098,505 QoQ

Shares Held

50,270

-15.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#594

of 3,114 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MARCO INVESTMENT MANAGEMENT LLC holds $90,069,019 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	219,020	$66,080,524
2	LRCX	Lam Research Corp This page	50,270	$21,783,499
3	Q	Qnity Electronics, Inc.	6,962	$1,136,964
4	AMAT	Applied Materials Inc /De	1,103	$797,469
5	ASML	Asml Holding NV	136	$270,563

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,783,499	50,270	-15.3%	Shares	Sole	2026-08-03
2026-03-31	$12,684,994	59,370	-0.8%	Shares	Sole	2026-05-08
2025-12-31	$10,248,546	59,870	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$8,070,153	60,270	0.0%	Shares	Sole	2025-11-04
2025-06-30	$5,866,681	60,270	0.0%	Shares	Sole	2025-08-06
2025-03-31	$4,381,629	60,270	-39.9%	Shares	Sole	2025-05-07
2024-12-31	$7,242,502	100,270	+898.5%	Shares	Sole	2025-02-07
2024-09-30	$8,195,075	10,042	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$10,701,742	10,050	0.0%	Shares	Sole	2024-08-07
2024-03-31	$9,764,278	10,050	-37.4%	Shares	Sole	2024-05-09
2023-12-31	$12,568,973	16,047	+0.0%	Shares	Sole	2024-02-05
2023-09-30	$10,056,524	16,045	0.0%	Shares	Sole	2023-11-07
2023-06-30	$10,314,688	16,045	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$8,502,594	16,039	0.0%	Shares	Sole	2023-05-11
2022-12-31	$6,741,191	16,039	0.0%	Shares	Sole	2023-02-13
2022-09-30	$5,870,274	16,039	0.0%	Shares	Sole	2022-11-14
2022-06-30	$6,835,019	16,039	+59.8%	Shares	Sole	2022-08-05
2022-03-31	$5,397,066	10,039	+66.2%	Shares	Sole	2022-05-11
2021-12-31	$4,342,946	6,039	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$3,430,267	6,027	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.