Mesirow Financial Investment Management, Inc.

Position in LRCX — Lam Research Corp

CIK 1469475 CHICAGO, IL

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$746,194

+$376,563 QoQ

Shares Held

1,722

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,031

of 3,103 holders

Holding Since

Jun 2024

6 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

Mesirow Financial Investment Management, Inc. holds $7,663,885 across 6 Semiconductor Equipment & Materials names. LRCX ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	9,031	$2,724,743
2	ASML	Asml Holding NV	943	$1,876,041
3	AMAT	Applied Materials Inc /De	1,707	$1,234,161
4	Q	Qnity Electronics, Inc.	4,645	$758,574
5	LRCX	Lam Research Corp This page	1,722	$746,194
6	TER	Teradyne, Inc	670	$324,172

All Filings in LRCX

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$746,194	1,722	-0.5%	Shares	Sole	2026-07-22
2026-03-31	$369,631	1,730	-8.2%	Shares	Sole	2026-04-21
2025-12-31	$322,674	1,885	-12.0%	Shares	Sole	2026-02-05
2025-09-30	$286,679	2,141	-11.0%	Shares	Sole	2025-11-12
2025-06-30	$234,200	2,406	+1146.6%	Shares	Sole	2025-08-04
2024-06-30	$205,516	193	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.