FULLER & THALER ASSET MANAGEMENT, INC.
Position in LRCX — Lam Research Corp
CIK 1082327
SAN MATEO, CA
Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,585,587
+$19,708,513 QoQ
Shares Held
123,660
-22.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#391
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, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. LRCX ranks #8 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
This page
|
123,660 | $53,585,587 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,585,587 | 123,660 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33,877,074 | 158,556 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,666,732 | 120,731 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,331,301 | 196,649 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,530,121 | 231,458 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,506,244 | 227,046 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,695,505 | 175,765 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,817,442 | 12,030 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,919,077 | 9,315 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,829,836 | 12,176 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,314,973 | 14,446 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,716,490 | 13,907 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,492,698 | 19,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,155,845 | 21,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,376,579 | 19,930 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,806,780 | 21,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,404,104 | 19,721 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,514,667 | 15,838 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,806,329 | 13,636 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,770,601 | 15,410 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,998,005 | 15,365 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,798,245 | 16,461 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,925,839 | 14,665 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,086,391 | 15,332 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,001,015 | 15,461 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,186,240 | 13,276 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||