Mariner, LLC

Position in LRCX — Lam Research Corp

CIK 1373442 Overland Park, KS

Position in LRCX

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

Position Value

$383,352,317

+$189,375,960 QoQ

Shares Held

884,666

-2.6% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#126

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mariner, LLC holds $1,460,076,164 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	649,877	$469,861,071
2	LRCX	Lam Research Corp This page	884,666	$383,352,317
3	KLAC	Kla Corp	1,254,871	$378,607,127
4	ASML	Asml Holding NV	64,950	$129,214,120
5	TER	Teradyne, Inc	129,275	$62,548,415
6	AMKR	Amkor Technology, Inc.	93,487	$8,061,383
7	ONTO	Onto Innovation Inc.	19,236	$7,279,864
8	NVMI	Nova Ltd.	6,734	$3,656,157

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,352,317	884,666	-2.6%	Shares	Sole	2026-08-13
2026-03-31	$193,976,357	907,874	-1.5%	Shares	Other	2026-05-13
2025-12-31	$157,698,204	921,242	-5.9%	Shares	Other	2026-02-13
2025-09-30	$131,082,207	978,956	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$94,956,141	975,510	+2.6%	Shares	Other	2025-08-14
2025-03-31	$69,124,031	950,812	+2.5%	Shares	Other	2025-05-15
2024-12-31	$67,004,663	927,657	+902.6%	Shares	Sole	2025-02-13
2024-09-30	$75,505,352	92,522	+0.2%	Shares	Sole	2024-11-13
2024-06-30	$98,288,848	92,303	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$89,699,227	92,324	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$72,888,608	93,058	+6.1%	Shares	Sole	2024-02-14
2023-09-30	$54,973,996	87,710	-2.6%	Shares	Sole	2023-11-13
2023-06-30	$57,865,113	90,012	-1.8%	Shares	Sole	2023-08-11
2023-03-31	$48,593,449	91,665	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$37,827,840	90,002	+30.3%	Shares	Sole	2023-02-14
2022-09-30	$25,279,986	69,071	+6.5%	Shares	Sole	2022-11-10
2022-06-30	$27,631,992	64,841	+6.3%	Shares	Sole	2022-08-15
2022-03-31	$32,794,747	61,001	+2.7%	Shares	Sole	2022-05-13
2021-12-31	$42,702,407	59,379	+7.0%	Shares	Sole	2022-02-14
2021-09-30	$31,599,208	55,520	+7.7%	Shares	Sole	2021-11-15
2021-06-30	$33,539,680	51,544	+30.0%	Shares	Sole	2021-08-24
2021-03-31	$23,595,313	39,640	+4.7%	Shares	Sole	2021-05-07
2020-12-31	$17,882,503	37,865	+3.4%	Shares	Sole	2021-02-16
2020-09-30	$12,149,016	36,621	+1.8%	Shares	Sole	2020-11-13
2020-06-30	$11,640,031	35,986	+9.3%	Shares	Sole	2020-08-14
2020-03-31	$7,901,280	32,922	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.