CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in LRCX — Lam Research Corp
CIK 1365707
Norwell, MA
Position in LRCX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,269,349
+$1,174,342 QoQ
Shares Held
5,237
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,428
of 3,103 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,568,606 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
78,226 | $23,601,566 | |
| 2 | ASML |
Asml Holding NV
|
5,614 | $11,168,715 | |
| 3 | LRCX |
Lam Research Corp
This page
|
5,237 | $2,269,349 | |
| 4 | TER |
Teradyne, Inc
|
4,661 | $2,255,178 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,664 | $1,926,072 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
4,972 | $665,054 | |
| 7 | ACMR |
ACM Research, Inc.
|
5,216 | $661,858 | |
| 8 | ONTO |
Onto Innovation Inc.
|
55 | $20,814 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,349 | 5,237 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,095,007 | 5,125 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $345,270 | 2,017 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $267,800 | 2,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $194,680 | 2,000 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $145,400 | 2,000 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $7,865,379 | 9,638 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $10,439,789 | 9,804 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,648,661 | 9,931 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,929,724 | 10,124 | Shares | Sole | 2024-01-11 | |
| 2021-09-30 | $389,298 | 684 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $449,633 | 691 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $418,453 | 703 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $338,145 | 716 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $266,063 | 802 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,558 | 11 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||