Nicholas Investment Partners, LP
Position in LRCX — Lam Research Corp
CIK 1389574
RANCHO SANTA FE, CA
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,527,752
+$5,285,177 QoQ
Shares Held
24,295
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#818
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026Nicholas Investment Partners, LP holds $75,530,062 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
55,492 | $16,742,491 | |
| 2 | ONTO |
Onto Innovation Inc.
|
29,952 | $11,335,334 | |
| 3 | LRCX |
Lam Research Corp
This page
|
24,295 | $10,527,752 | |
| 4 | NVMI |
Nova Ltd.
|
18,249 | $9,908,112 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
60,338 | $8,603,595 | |
| 6 | COHU |
Cohu Inc
|
108,413 | $8,012,804 | |
| 7 | ASML |
Asml Holding NV
|
2,894 | $5,757,439 | |
| 8 | FORM |
Formfactor Inc
|
16,897 | $2,702,337 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,527,752 | 24,295 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,242,575 | 24,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,976,101 | 11,544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,352,925 | 10,104 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,049,617 | 10,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $783,924 | 10,783 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $778,856 | 10,783 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,210,628 | 2,076 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,966,457 | 2,024 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,456,080 | 1,859 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,021,008 | 1,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,047,218 | 1,629 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $863,565 | 1,629 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,110,326 | 5,021 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,455,860 | 6,710 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,161,606 | 7,419 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,761,566 | 10,717 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,947,282 | 13,832 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,052,341 | 10,634 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,884,406 | 10,580 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,102,403 | 11,932 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,818,838 | 12,321 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,087,491 | 12,321 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,804,859 | 11,763 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,254,880 | 13,562 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||