New York Life Investment Management LLC
Position in LRCX — Lam Research Corp
CIK 1133639
New York, NY
Position in LRCX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$42,784,560
+$10,790,847 QoQ
Shares Held
200,246
+7.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026New York Life Investment Management LLC holds $130,028,876 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
127,022 | $43,414,849 | |
| 2 | LRCX |
Lam Research Corp
This page
|
200,246 | $42,784,560 | |
| 3 | KLAC |
Kla Corp
|
19,629 | $28,901,935 | |
| 4 | TER |
Teradyne, Inc
|
21,763 | $6,451,858 | |
| 5 | Q |
Qnity Electronics, Inc.
|
29,200 | $3,369,096 | |
| 6 | VECO |
Veeco Instruments Inc
|
91,370 | $3,093,788 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,526 | $1,338,286 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
14,979 | $674,504 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,784,560 | 200,246 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,993,713 | 186,901 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $24,875,942 | 185,780 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,714,393 | 192,258 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,870,142 | 190,786 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,897,052 | 192,400 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||