Allen Investment Management, LLC

Position in LRCX — Lam Research Corp

CIK 1326234 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$40,185,724

New position

Shares Held

92,737

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#466

of 3,114 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Allen Investment Management, LLC holds $175,718,104 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	65,485	$130,278,471
2	LRCX	Lam Research Corp This page	92,737	$40,185,724
3	KLAC	Kla Corp	13,860	$4,181,700
4	AMAT	Applied Materials Inc /De	1,483	$1,072,209

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,185,724	92,737	—	Shares	Defined	2026-08-05
No filing history on record for this holder in this stock.