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Equibles

Artisan Partners Limited Partnership

Position in LRCX — Lam Research Corp

CIK 1466153 Milwaukee, WI
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$340,700,512
-$733,937,925 QoQ
Shares Held
786,238
-84.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#137
of 3,126 holders
Holding Since
Jun 2022
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, 2026

Artisan Partners Limited Partnership holds $740,665,963 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (46.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		786,238 $340,700,512
2 ENTG
Entegris Inc
 1,152,223 $207,238,828
3 AMAT
Applied Materials Inc /De
 149,573 $108,141,279
4 ONTO
Onto Innovation Inc.
 200,459 $75,863,708
5 AXTI
Axt Inc
 95,607 $6,891,352
6 ASML
Asml Holding NV
 920 $1,830,284

All Filings in LRCX

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $340,700,512 786,238
2026-03-31 $1,074,638,437 5,029,666
2025-12-31 $1,361,057,144 7,951,029
2025-09-30 $1,423,392,617 10,630,266
2025-06-30 $958,786,151 9,849,868
2025-03-31 $528,849,752 7,274,412
2024-12-31 $374,993,096 5,191,653
2024-06-30 $535,174,442 502,582
2024-03-31 $486,112,419 500,337
2023-12-31 $442,535,633 564,992
2023-09-30 $351,836,712 561,349
2023-06-30 $369,031,211 574,046
2023-03-31 $490,245,433 924,782
2022-12-31 $407,068,535 968,519
2022-09-30 $325,603,848 889,628
2022-06-30 $358,611,191 841,514