Artisan Partners Limited Partnership

Position in LRCX — Lam Research Corp

CIK 1466153 Milwaukee, WI

Back to LRCX Full portfolio

Position in LRCX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,074,638,437

-$286,418,707 QoQ

Shares Held

5,029,666

-36.7% QoQ

Ownership

0.402%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Artisan Partners Limited Partnership holds $1,197,775,015 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (89.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	5,029,666	$1,074,638,437
2	AMAT	Applied Materials Inc /De	241,110	$82,408,986
3	ONTO	Onto Innovation Inc.	182,031	$37,329,097
4	ASML	Asml Holding NV	2,573	$3,398,495

All Filings in LRCX

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,074,638,437	5,029,666	-36.7%	Shares	Sole	2026-05-13
2025-12-31	$1,361,057,144	7,951,029	-25.2%	Shares	Sole	2026-02-17
2025-09-30	$1,423,392,617	10,630,266	+7.9%	Shares	Sole	2025-11-12
2025-06-30	$958,786,151	9,849,868	+35.4%	Shares	Sole	2025-08-12
2025-03-31	$528,849,752	7,274,412	+40.1%	Shares	Sole	2025-05-14
2024-12-31	$374,993,096	5,191,653	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.