SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in LRCX — Lam Research Corp
CIK 1232395
NEW YORK, NY
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,764,978
+$6,930,778 QoQ
Shares Held
36,381
-12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#700
of 3,114 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $223,622,124 across 11 Semiconductor Equipment & Materials names. LRCX ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
135,469 | $97,944,087 | |
| 2 | Q |
Qnity Electronics, Inc.
|
247,635 | $40,441,271 | |
| 3 | ASML |
Asml Holding NV
|
11,909 | $23,692,239 | |
| 4 | VECO |
Veeco Instruments Inc
|
240,133 | $18,202,081 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
120,066 | $17,120,210 | |
| 6 | LRCX |
Lam Research Corp
This page
|
36,381 | $15,764,978 | |
| 7 | KLAC |
Kla Corp
|
28,040 | $8,459,948 | |
| 8 | FORM |
Formfactor Inc
|
6,272 | $1,003,080 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,764,978 | 36,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,834,200 | 41,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,193,970 | 94,602 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,682,293 | 161,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,889,280 | 245,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,988,945 | 178,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,829,131 | 177,615 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,306 | 330 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $302,417 | 284 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $275,925 | 284 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $225,578 | 288 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||