Convergence Investment Partners, LLC
Position in LRCX — Lam Research Corp
CIK 1456133
PALM BEACH GARDENS, FL
Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$28,154,316
+$17,279,450 QoQ
Shares Held
64,972
+27.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#533
of 3,103 holders
Holding Since
Dec 2020
16 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, 2026Convergence Investment Partners, LLC holds $46,941,528 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (60.0% of the industry book) .
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,154,316 | 64,972 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $10,874,866 | 50,898 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,722,923 | 39,274 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,983,088 | 37,215 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,696,707 | 27,704 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,484,679 | 20,422 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,724,707 | 23,878 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $230,950 | 283 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $307,741 | 289 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $293,414 | 302 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $239,677 | 306 | Shares | Sole | 2024-02-05 | |
| 2021-12-31 | $254,579 | 354 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $211,723 | 372 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $253,773 | 390 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $248,215 | 417 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $215,827 | 457 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||