Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$298,013,174
+$60,064,306 QoQ
Shares Held
687,728
-38.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#154
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LOS ANGELES CAPITAL MANAGEMENT LLC holds $812,248,701 across 22 Semiconductor Equipment & Materials names. LRCX ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
687,728 | $298,013,174 | |
| 2 | AMAT |
Applied Materials Inc /De
|
262,354 | $189,681,942 | |
| 3 | KLAC |
Kla Corp
|
499,400 | $150,673,974 | |
| 4 | Q |
Qnity Electronics, Inc.
|
442,441 | $72,255,039 | |
| 5 | TER |
Teradyne, Inc
|
76,835 | $37,175,846 | |
| 6 | FORM |
Formfactor Inc
|
147,480 | $23,586,476 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
107,492 | $14,378,129 | |
| 8 | ENTG |
Entegris Inc
|
34,542 | $6,212,724 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,013,174 | 687,728 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $237,948,868 | 1,113,680 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $196,203,948 | 1,146,185 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $98,195,832 | 733,352 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $122,097,747 | 1,254,343 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $54,013,628 | 742,966 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $42,738,852 | 591,705 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $84,639,737 | 103,715 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $121,258,728 | 113,874 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $92,148,556 | 94,845 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $72,793,051 | 92,936 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $55,621,450 | 88,743 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $13,125,915 | 20,418 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,201,425 | 41,880 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,568,767 | 8,491 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,902,964 | 35,254 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $14,961,274 | 35,108 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $20,823,785 | 38,734 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $28,108,696 | 39,086 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $59,877,994 | 105,206 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $122,266,530 | 187,900 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $123,665,871 | 207,758 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $114,122,628 | 241,647 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $95,283,576 | 287,215 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $104,957,918 | 324,485 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $78,936,720 | 328,903 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||