INTECH INVESTMENT MANAGEMENT LLC
Position in LRCX — Lam Research Corp
CIK 1086318
WEST PALM BEACH, FL
Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,737,773
+$16,151,419 QoQ
Shares Held
77,857
-5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#490
of 3,103 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $189,734,648 across 23 Semiconductor Equipment & Materials names. LRCX ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
59,164 | $42,775,572 | |
| 2 | LRCX |
Lam Research Corp
This page
|
77,857 | $33,737,773 | |
| 3 | Q |
Qnity Electronics, Inc.
|
140,707 | $22,978,859 | |
| 4 | TER |
Teradyne, Inc
|
36,478 | $17,649,515 | |
| 5 | KLAC |
Kla Corp
|
56,527 | $17,054,760 | |
| 6 | FORM |
Formfactor Inc
|
68,456 | $10,948,168 | |
| 7 | ONTO |
Onto Innovation Inc.
|
24,455 | $9,254,994 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
88,847 | $7,661,276 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,737,773 | 77,857 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,586,354 | 82,310 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,570,435 | 44,225 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,723,723 | 35,278 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,722,209 | 27,966 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,592,990 | 35,667 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $9,804,355 | 135,738 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $12,937,927 | 12,150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,444,123 | 11,779 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $37,516,587 | 47,898 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $28,942,985 | 46,178 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $26,856,762 | 41,777 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $30,649,948 | 57,817 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $23,035,802 | 54,808 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $18,350,142 | 50,137 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $26,792,050 | 62,870 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||