GEODE CAPITAL MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1214717 BOSTON, MA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,952,588,978

+$7,436,900,630 QoQ

Shares Held

34,506,240

-1.9% QoQ

Ownership

2.76%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

of 3,114 holders

Holding Since

Mar 2020

26 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

GEODE CAPITAL MANAGEMENT, LLC holds $48,332,018,068 across 30 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	22,007,983	$15,911,771,709
2	LRCX	Lam Research Corp This page	34,506,240	$14,952,588,978
3	KLAC	Kla Corp	36,488,344	$11,008,898,267
4	TER	Teradyne, Inc	4,602,292	$2,226,772,961
5	Q	Qnity Electronics, Inc.	5,594,185	$913,586,351
6	ONTO	Onto Innovation Inc.	1,433,715	$542,589,440
7	ENTG	Entegris Inc	2,996,949	$539,031,246
8	FORM	Formfactor Inc	1,833,001	$293,151,849

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,952,588,978	34,506,240	-1.9%	Shares	Defined	2026-08-12
2026-03-31	$7,515,688,348	35,175,926	+4.2%	Shares	Defined	2026-05-15
2025-12-31	$5,776,874,453	33,747,368	+0.4%	Shares	Defined	2026-02-09
2025-09-30	$4,501,819,094	33,620,755	-0.5%	Shares	Defined	2025-11-12
2025-06-30	$3,290,358,322	33,802,736	+3.5%	Shares	Defined	2025-08-08
2025-03-31	$2,374,914,962	32,667,331	+3.9%	Shares	Defined	2025-05-13
2024-12-31	$2,270,045,162	31,428,010	+907.1%	Shares	Defined	2025-02-12
2024-09-30	$2,546,586,615	3,120,511	+2.1%	Shares	Defined	2024-11-12
2024-06-30	$3,254,669,300	3,056,458	+2.3%	Shares	Defined	2024-08-09
2024-03-31	$2,901,792,005	2,986,704	+1.5%	Shares	Defined	2024-05-13
2023-12-31	$2,304,735,500	2,942,491	+0.4%	Shares	Defined	2024-02-13
2023-09-30	$1,836,451,769	2,930,025	+1.6%	Shares	Defined	2023-11-13
2023-06-30	$1,853,535,737	2,883,265	+13.4%	Shares	Defined	2023-08-11
2023-03-31	$1,347,991,786	2,542,805	+0.8%	Shares	Defined	2023-05-15
2022-12-31	$1,060,637,557	2,523,525	+2.0%	Shares	Defined	2023-02-13
2022-09-30	$905,234,022	2,473,317	-3.3%	Shares	Defined	2022-11-14
2022-06-30	$1,090,482,053	2,558,916	+2.1%	Shares	Defined	2022-08-12
2022-03-31	$1,348,022,130	2,507,435	+7.6%	Shares	Defined	2022-05-13
2021-12-31	$1,675,788,500	2,330,235	+0.1%	Shares	Defined	2022-02-11
2021-09-30	$1,324,713,130	2,327,529	+1.3%	Shares	Defined	2021-11-12
2021-06-30	$1,495,333,326	2,298,038	+3.5%	Shares	Defined	2021-08-13
2021-03-31	$1,321,840,539	2,220,685	+1.5%	Shares	Defined	2021-05-12
2020-12-31	$1,033,516,612	2,188,402	-0.9%	Shares	Defined	2021-02-12
2020-09-30	$732,538,169	2,208,103	+0.4%	Shares	Defined	2020-11-13
2020-06-30	$711,521,107	2,199,719	-14.5%	Shares	Defined	2020-08-13
2020-03-31	$617,314,320	2,572,143	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.