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Equibles

New York Life Investment Management LLC

Position in LRCX — Lam Research Corp

CIK 1133639 New York, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$89,085,281
+$46,300,721 QoQ
Shares Held
205,583
+2.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#318
of 3,124 holders
Holding Since
Jun 2022
17 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, 2026

New York Life Investment Management LLC holds $264,740,563 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 130,731 $94,518,513
2 LRCX
Lam Research Corp
This page 		205,583 $89,085,281
3 KLAC
Kla Corp
 196,164 $59,184,640
4 TER
Teradyne, Inc
 23,293 $11,270,085
5 Q
Qnity Electronics, Inc.
 31,267 $5,106,213
6 ONTO
Onto Innovation Inc.
 6,732 $2,547,725
7 FORM
Formfactor Inc
 9,823 $1,570,992
8 AMKR
Amkor Technology, Inc.
 16,898 $1,457,114

All Filings in LRCX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $89,085,281 205,583
2026-03-31 $42,784,560 200,246
2025-12-31 $31,993,713 186,901
2025-09-30 $24,875,942 185,780
2025-06-30 $18,714,393 192,258
2025-03-31 $13,870,142 190,786
2024-12-31 $13,897,052 192,400
2024-09-30 $15,840,928 19,411
2024-06-30 $21,241,627 19,948
2024-03-31 $19,283,720 19,848
2023-12-31 $16,218,180 20,706
2023-09-30 $13,033,681 20,795
2023-06-30 $13,564,988 21,101
2023-03-31 $11,309,049 21,333
2022-12-31 $9,049,899 21,532
2022-09-30 $7,927,194 21,659
2022-06-30 $9,321,178 21,873