INTECH INVESTMENT MANAGEMENT LLC
Position in LRCX — Lam Research Corp
CIK 1086318
WEST PALM BEACH, FL
Position in LRCX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$17,586,354
+$10,015,919 QoQ
Shares Held
82,310
+86.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 94.11128659944113.ToString("F0")%
Shared 0.ToString("F0")%
None 5.888713400558863.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $85,178,595 across 20 Semiconductor Equipment & Materials names. LRCX ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
82,310 | $17,586,354 | |
| 2 | AMAT |
Applied Materials Inc /De
|
38,200 | $13,056,377 | |
| 3 | Q |
Qnity Electronics, Inc.
|
87,564 | $10,103,134 | |
| 4 | FORM |
Formfactor Inc
|
76,890 | $7,457,561 | |
| 5 | KLAC |
Kla Corp
|
4,988 | $7,344,380 | |
| 6 | IPGP |
Ipg Photonics Corp
|
46,412 | $5,318,351 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
82,772 | $3,727,223 | |
| 8 | PLAB |
Photronics Inc
|
78,675 | $3,179,256 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||