Clearbridge Investments, LLC

Position in LRCX — Lam Research Corp

CIK 1348883 NEW YORK, NY

Position in LRCX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$86,364,576

+$9,013,128 QoQ

Shares Held

404,215

-10.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 88.88833912645498.ToString("F0")% Shared 0.ToString("F0")% None 11.11166087354502.ToString("F0")%

Technology · as of Mar 31, 2026

Clearbridge Investments, LLC holds $1,352,077,988 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	924,471	$1,221,069,030
2	LRCX	Lam Research Corp This page	404,215	$86,364,576
3	ONTO	Onto Innovation Inc.	190,825	$39,132,482
4	Q	Qnity Electronics, Inc.	27,934	$3,223,024
5	ENTG	Entegris Inc	19,523	$2,288,876

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$86,364,576	404,215	-10.5%	Shares	Sole	2026-05-13
2025-12-31	$77,351,448	451,872	+5.5%	Shares	Sole	2026-02-11
2025-09-30	$57,333,971	428,185	+4.9%	Shares	Sole	2025-11-13
2025-06-30	$39,726,206	408,118	-47.2%	Shares	Sole	2025-08-12
2025-03-31	$56,225,016	773,384	+83.5%	Shares	Sole	2025-05-13
2024-12-31	$30,449,495	421,563	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.