Employees Retirement System of Texas
PensionPosition in LRCX — Lam Research Corp
CIK 1398739
AUSTIN, TX
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,742,414
+$16,598,265 QoQ
Shares Held
75,560
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#493
of 3,103 holders
Holding Since
Sep 2022
11 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, 2026Employees Retirement System of Texas holds $185,485,041 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
164,101 | $118,645,023 | |
| 2 | LRCX |
Lam Research Corp
This page
|
75,560 | $32,742,414 | |
| 3 | ASML |
Asml Holding NV
|
13,761 | $27,376,682 | |
| 4 | KLAC |
Kla Corp
|
14,940 | $4,507,547 | |
| 5 | NVMI |
Nova Ltd.
|
3,371 | $1,830,250 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,346 | $383,125 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,742,414 | 75,560 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,144,149 | 75,560 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,934,360 | 75,560 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,117,484 | 75,560 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,612,358 | 47,384 | Shares | Sole | 2025-08-13 | |
| 2024-03-31 | $11,356,681 | 11,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,208,450 | 14,310 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,969,078 | 14,310 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,216,331 | 15,892 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,707,995 | 8,881 | Shares | Sole | 2023-04-26 | |
| 2022-09-30 | $5,831,478 | 15,933 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||