OREGON PUBLIC EMPLOYEES RETIREMENT FUND
PensionPosition in LRCX — Lam Research Corp
CIK 1107314
TIGARD, OR
Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$66,631,420
+$36,081,032 QoQ
Shares Held
153,766
+7.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#360
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, 2026OREGON PUBLIC EMPLOYEES RETIREMENT FUND holds $223,379,132 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
97,566 | $70,540,218 | |
| 2 | LRCX |
Lam Research Corp
This page
|
153,766 | $66,631,420 | |
| 3 | KLAC |
Kla Corp
|
160,540 | $48,436,523 | |
| 4 | TER |
Teradyne, Inc
|
19,309 | $9,342,466 | |
| 5 | ENTG |
Entegris Inc
|
31,523 | $5,669,726 | |
| 6 | Q |
Qnity Electronics, Inc.
|
25,749 | $4,205,069 | |
| 7 | ONTO |
Onto Innovation Inc.
|
10,326 | $3,907,874 | |
| 8 | FORM |
Formfactor Inc
|
17,701 | $2,830,920 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,631,420 | 153,766 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $30,550,388 | 142,986 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $24,625,270 | 143,856 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,369,438 | 144,656 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,756,946 | 110,509 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,019,464 | 110,309 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,964,152 | 110,261 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,176,819 | 11,245 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,975,303 | 11,246 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,896,157 | 11,215 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $16,695,970 | 21,316 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,413,806 | 19,806 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $15,679,998 | 24,391 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $13,442,782 | 25,358 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,200,154 | 26,648 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $10,079,274 | 27,539 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $12,502,814 | 29,339 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $17,263,194 | 32,111 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $23,096,221 | 32,116 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $35,148,996 | 61,757 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $42,645,576 | 65,538 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $47,350,151 | 79,548 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $37,106,253 | 78,570 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $34,400,484 | 103,694 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $34,936,914 | 108,010 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $30,098,400 | 125,410 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||