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Equibles

Rafferty Asset Management, LLC

Position in LRCX — Lam Research Corp

CIK 1389426 New York, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,202,348,617
+$820,867,875 QoQ
Shares Held
2,774,672
+55.4% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#56
of 3,126 holders
Holding Since
Mar 2020
26 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, 2026

Rafferty Asset Management, LLC holds $5,550,182,583 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 1,931,172 $1,396,237,356
2 KLAC
Kla Corp
 4,339,579 $1,309,294,380
3 LRCX
Lam Research Corp
This page 		2,774,672 $1,202,348,617
4 TER
Teradyne, Inc
 1,515,149 $733,089,692
5 ASML
Asml Holding NV
 246,159 $489,718,536
6 ENTG
Entegris Inc
 1,389,960 $249,998,205
7 NVMI
Nova Ltd.
 290,772 $157,871,749
8 Q
Qnity Electronics, Inc.
 69,361 $11,327,344

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,202,348,617 2,774,672
2026-03-31 $381,480,742 1,785,457
2025-12-31 $454,403,986 2,654,539
2025-09-30 $476,070,470 3,555,418
2025-06-30 $462,755,430 4,754,011
2025-03-31 $261,026,805 3,590,465
2024-12-31 $317,171,464 4,391,132
2024-09-30 $396,500,628 485,860
2024-06-30 $406,893,028 382,113
2024-03-31 $397,281,773 408,907
2023-12-31 $268,808,565 343,192
2023-09-30 $206,388,466 329,289
2023-06-30 $233,096,535 362,593
2023-03-31 $185,319,349 349,580
2022-12-31 $119,875,023 285,213
2022-09-30 $96,473,208 263,588
2022-06-30 $111,049,150 260,587
2022-03-31 $173,914,146 323,495
2021-12-31 $202,347,954 281,371
2021-09-30 $112,710,481 198,033
2021-06-30 $152,108,282 233,761
2021-03-31 $147,426,067 247,675
2020-12-31 $64,481,384 136,535
2020-09-30 $49,507,052 149,230
2020-06-30 $45,145,635 139,571
2020-03-31 $11,116,560 46,319