Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,037,988
+$5,311,687 QoQ
Shares Held
53,165
-35.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#119
of 1,164 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sterling Capital Management LLC holds $68,377,640 across 25 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
53,165 | $23,037,988 | |
| 2 | AMAT |
Applied Materials Inc /De
|
22,071 | $15,957,333 | |
| 3 | KLAC |
Kla Corp
|
34,376 | $10,371,582 | |
| 4 | TER |
Teradyne, Inc
|
9,900 | $4,790,015 | |
| 5 | ASML |
Asml Holding NV
|
2,305 | $4,585,657 | |
| 6 | Q |
Qnity Electronics, Inc.
|
14,058 | $2,295,811 | |
| 7 | ENTG |
Entegris Inc
|
10,744 | $1,932,415 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
14,438 | $1,931,226 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,037,988 | 53,165 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $17,726,301 | 82,965 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $15,256,074 | 89,123 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,166,491 | 75,926 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,588,068 | 67,681 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,708,935 | 51,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,919,922 | 95,804 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||