ARIZONA STATE RETIREMENT SYSTEM
PensionPosition in LRCX — Lam Research Corp
CIK 1558481
PHOENIX, AZ
Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$150,153,178
+$76,626,149 QoQ
Shares Held
346,510
+0.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#248
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $484,634,839 across 21 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
220,211 | $159,212,553 | |
| 2 | LRCX |
Lam Research Corp
This page
|
346,510 | $150,153,178 | |
| 3 | KLAC |
Kla Corp
|
363,713 | $109,735,849 | |
| 4 | TER |
Teradyne, Inc
|
44,887 | $21,718,126 | |
| 5 | Q |
Qnity Electronics, Inc.
|
60,049 | $9,806,602 | |
| 6 | ENTG |
Entegris Inc
|
43,652 | $7,851,248 | |
| 7 | ONTO |
Onto Innovation Inc.
|
13,726 | $5,194,604 | |
| 8 | FORM |
Formfactor Inc
|
21,510 | $3,440,094 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,153,178 | 346,510 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $73,527,029 | 344,131 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $61,207,634 | 357,563 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $50,017,943 | 373,547 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,510,189 | 375,079 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,446,649 | 377,533 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $30,553,219 | 37,439 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,472,818 | 38,008 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $36,745,748 | 37,821 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,966,967 | 39,536 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $23,832,929 | 38,025 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $24,795,753 | 38,571 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $19,740,608 | 37,238 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $15,688,117 | 37,326 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $13,800,396 | 37,706 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,309,186 | 38,271 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $20,770,562 | 38,635 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,959,832 | 38,879 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,635,664 | 39,771 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,053,377 | 40,039 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $24,156,029 | 40,582 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $19,845,257 | 42,021 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,645,767 | 44,147 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,059,420 | 34,191 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $9,674,880 | 40,312 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||