Empirical Finance, LLC

Position in LRCX — Lam Research Corp

CIK 1572838 NEWTOWN SQUARE, PA

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,102,178

+$12,378,708 QoQ

Shares Held

46,390

+2.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#615

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Empirical Finance, LLC holds $59,553,299 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	29,292	$21,178,116
2	LRCX	Lam Research Corp This page	46,390	$20,102,178
3	KLAC	Kla Corp	48,063	$14,501,087
4	TER	Teradyne, Inc	5,184	$2,508,226
5	Q	Qnity Electronics, Inc.	7,738	$1,263,692

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,102,178	46,390	+2.8%	Shares	Sole	2026-08-14
2025-12-31	$7,723,470	45,119	-8.1%	Shares	Sole	2026-02-12
2025-09-30	$6,571,276	49,076	+5.1%	Shares	Sole	2025-11-13
2025-06-30	$4,543,441	46,676	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$3,373,061	46,397	+1.5%	Shares	Sole	2025-05-07
2024-12-31	$3,302,211	45,718	+888.1%	Shares	Sole	2025-01-28
2024-09-30	$3,776,002	4,627	+1.8%	Shares	Sole	2024-11-06
2024-06-30	$4,838,678	4,544	-8.0%	Shares	Sole	2024-07-30
2024-03-31	$4,797,612	4,938	+3.3%	Shares	Sole	2024-05-06
2023-12-31	$3,744,766	4,781	+0.3%	Shares	Sole	2024-02-14
2023-09-30	$2,987,812	4,767	+10.2%	Shares	Sole	2023-11-02
2023-06-30	$2,781,012	4,326	+10.9%	Shares	Sole	2023-07-27
2023-03-31	$2,067,998	3,901	+4.3%	Shares	Sole	2023-04-05
2022-12-31	$1,572,342	3,741	+8.2%	Shares	Sole	2023-02-21
2022-09-30	$1,264,896	3,456	+19.3%	Shares	Sole	2022-11-04
2022-06-30	$1,234,556	2,897	+5.5%	Shares	Sole	2022-08-01
2022-03-31	$1,476,814	2,747	+11.5%	Shares	Sole	2022-04-21
2021-12-31	$1,771,985	2,464	+34.8%	Shares	Sole	2022-02-04
2021-09-30	$1,040,406	1,828	+22.5%	Shares	Sole	2021-11-12
2021-06-30	$970,844	1,492	0.0%	Shares	Sole	2021-08-04
2021-03-31	$888,098	1,492	0.0%	Shares	Sole	2021-05-13
2020-12-31	$704,626	1,492	+19.9%	Shares	Sole	2021-02-02
2020-09-30	$412,697	1,244	+24.8%	Shares	Sole	2020-10-28
2020-06-30	$322,489	997	+13.7%	Shares	Sole	2020-07-20
2020-03-31	$210,480	877	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.