FULLER & THALER ASSET MANAGEMENT, INC.
Position in LRCX — Lam Research Corp
CIK 1082327
SAN MATEO, CA
Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$33,877,074
+$13,210,342 QoQ
Shares Held
158,556
+31.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.95648225232725.ToString("F0")%
Shared 0.ToString("F0")%
None 0.043517747672746535.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $407,918,300 across 10 Semiconductor Equipment & Materials names. LRCX ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,137,356 | $110,312,158 | |
| 2 | IPGP |
Ipg Photonics Corp
|
551,992 | $63,252,763 | |
| 3 | TER |
Teradyne, Inc
|
194,129 | $57,551,483 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
873,817 | $57,427,253 | |
| 5 | LRCX |
Lam Research Corp
This page
|
158,556 | $33,877,074 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
475,073 | $29,540,039 | |
| 7 | AMAT |
Applied Materials Inc /De
|
82,906 | $28,336,441 | |
| 8 | KLAC |
Kla Corp
|
17,970 | $26,459,207 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,877,074 | 158,556 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,666,732 | 120,731 | Shares | Sole | 2026-02-18 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||