COOKSON PEIRCE & CO INC

Position in LRCX — Lam Research Corp

CIK 1141455 PITTSBURGH, PA

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$38,121,340

+$18,894,932 QoQ

Shares Held

87,973

-2.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#469

of 3,103 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

COOKSON PEIRCE & CO INC holds $50,437,853 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	87,973	$38,121,340
2	KLAC	Kla Corp	15,892	$4,794,775
3	AMKR	Amkor Technology, Inc.	43,458	$3,747,383
4	UCTT	Ultra Clean Holdings, Inc.	16,257	$2,318,085
5	ASML	Asml Holding NV	732	$1,456,270

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,121,340	87,973	-2.2%	Shares	Sole	2026-07-23
2026-03-31	$19,226,408	89,986	+19.8%	Shares	Sole	2026-04-30
2025-12-31	$12,857,843	75,113	+614.7%	Shares	Sole	2026-02-11
2025-09-30	$1,407,289	10,510	+0.4%	Shares	Sole	2025-11-06
2025-06-30	$1,019,052	10,469	+25.4%	Shares	Sole	2025-07-30
2025-03-31	$607,045	8,350	+331.1%	Shares	Sole	2025-05-13
2024-06-30	$2,062,614	1,937	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$1,840,153	1,894	-6.1%	Shares	Sole	2024-04-23
2023-12-31	$1,579,835	2,017	-9.9%	Shares	Sole	2024-01-30
2023-09-30	$1,402,711	2,238	+4.0%	Shares	Sole	2023-11-07
2023-06-30	$1,383,434	2,152	-0.1%	Shares	Sole	2023-08-01
2020-06-30	$697,056	2,155	+8.5%	Shares	Sole	2020-08-07
2020-03-31	$476,640	1,986	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.