Clearbridge Investments, LLC

Position in LRCX — Lam Research Corp

CIK 1348883 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$164,105,537

+$77,740,961 QoQ

Shares Held

378,708

-6.3% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#236

of 3,103 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

Clearbridge Investments, LLC holds $2,021,403,503 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	895,430	$1,781,404,169
2	LRCX	Lam Research Corp This page	378,708	$164,105,537
3	ONTO	Onto Innovation Inc.	191,067	$72,309,306
4	Q	Qnity Electronics, Inc.	21,949	$3,584,491

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,105,537	378,708	-6.3%	Shares	Sole	2026-08-13
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	+767.6%	Shares	Sole	2025-02-12
2024-09-30	$39,650,878	48,587	-71.6%	Shares	Sole	2024-11-12
2024-03-31	$166,342,499	171,210	-18.8%	Shares	Sole	2024-05-13
2023-12-31	$165,216,164	210,934	+2.0%	Shares	Sole	2024-02-09
2023-09-30	$129,667,431	206,882	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$133,552,236	207,747	+337.7%	Shares	Sole	2023-08-11
2022-03-31	$25,518,196	47,466	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$33,814,433	47,020	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$26,745,496	46,992	-83.0%	Shares	Sole	2021-11-12
2021-06-30	$179,543,746	275,924	-22.9%	Shares	Sole	2021-08-13
2021-03-31	$212,939,371	357,737	-14.0%	Shares	Sole	2021-05-13
2020-12-31	$196,520,047	416,118	-4.8%	Shares	Sole	2021-02-10
2020-09-30	$144,967,451	436,978	+12.2%	Shares	Sole	2020-11-12
2020-06-30	$126,025,191	389,616	+12.0%	Shares	Defined	2020-08-14
2020-03-31	$83,457,600	347,740	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.