LOGAN CAPITAL MANAGEMENT INC

Position in LRCX — Lam Research Corp

CIK 1121330 Newtown Square, PA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$425,530

+$425,530 QoQ

Shares Held

982

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,403

of 3,103 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$218,146

PutShares

1,021

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $126,077,498 across 6 Semiconductor Equipment & Materials names. LRCX ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	367,009	$110,730,284
2	ASML	Asml Holding NV	4,944	$9,835,790
3	Q	Qnity Electronics, Inc.	15,706	$2,564,945
4	IPGP	Ipg Photonics Corp	21,457	$2,517,334
5	LRCX	Lam Research Corp This page	982	$425,530
6	AMAT	Applied Materials Inc /De	5	$3,615

All Filings in LRCX

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,530	982	-3.8%	Shares	Sole	2026-08-14
2026-03-31	$218,146	1,021	—	Put	Sole	2026-05-08
2025-09-30	$136,711	1,021	0.0%	Shares	Sole	2025-11-14
2025-06-30	$99,384	1,021	0.0%	Shares	Sole	2025-08-01
2025-03-31	$74,226	1,021	+334.5%	Shares	Sole	2025-05-16
2024-09-30	$191,778	235	0.0%	Shares	Sole	2024-12-06
2024-06-30	$250,239	235	0.0%	Shares	Sole	2024-08-14
2024-03-31	$228,318	235	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$186,415	238	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$151,051	241	0.0%	Shares	Sole	2023-11-14
2023-06-30	$154,929	241	0.0%	Shares	Sole	2023-08-14
2023-03-31	$127,758	241	0.0%	Shares	Sole	2023-05-12
2022-12-31	$101,292	241	0.0%	Shares	Sole	2023-02-14
2022-09-30	$88,206	241	0.0%	Shares	Sole	2022-11-14
2022-06-30	$102,702	241	0.0%	Shares	Sole	2022-08-11
2022-03-31	$129,564	241	+2.6%	Shares	Sole	2022-05-16
2021-12-31	$169,000	235	0.0%	Shares	Sole	2022-02-14
2021-09-30	$133,750	235	0.0%	Shares	Sole	2021-11-12
2021-06-30	$152,914	235	0.0%	Shares	Sole	2021-08-17
2021-03-31	$139,881	235	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.