SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in LRCX — Lam Research Corp
CIK 1232395
NEW YORK, NY
Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,834,200
-$7,359,770 QoQ
Shares Held
41,347
-56.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 24.536242048999927.ToString("F0")%
Shared 0.ToString("F0")%
None 75.46375795100008.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $148,191,154 across 10 Semiconductor Equipment & Materials names. LRCX ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
171,187 | $58,510,004 | |
| 2 | Q |
Qnity Electronics, Inc.
|
300,347 | $34,654,036 | |
| 3 | ASML |
Asml Holding NV
|
12,960 | $17,117,956 | |
| 4 | AEHR |
Aehr Test Systems
|
344,247 | $12,764,678 | |
| 5 | LRCX |
Lam Research Corp
This page
|
41,347 | $8,834,200 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
125,924 | $7,829,954 | |
| 7 | VECO |
Veeco Instruments Inc
|
199,768 | $6,764,144 | |
| 8 | FORM |
Formfactor Inc
|
7,875 | $763,796 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||