Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$53,097,224
+$26,703,164 QoQ
Shares Held
122,533
-0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#41
of 875 holders
Holding Since
Dec 2024
7 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, 2026State of Alaska, Department of Revenue holds $206,703,804 across 20 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
86,706 | $62,688,438 | |
| 2 | LRCX |
Lam Research Corp
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|
122,533 | $53,097,224 | |
| 3 | KLAC |
Kla Corp
|
141,045 | $42,554,686 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
115,546 | $9,963,530 | |
| 5 | TER |
Teradyne, Inc
|
15,339 | $7,421,621 | |
| 6 | FORM |
Formfactor Inc
|
28,471 | $4,553,366 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
26,231 | $3,508,657 | |
| 8 | Q |
Qnity Electronics, Inc.
|
20,512 | $3,349,814 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,097,224 | 122,533 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,394,060 | 123,533 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $21,269,628 | 124,253 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,126,444 | 135,373 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $13,997,492 | 143,800 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,935,170 | 150,415 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,594,335 | 146,675 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||