Sustainable Insight Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 1580677 NEW YORK, NY

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,529,654

+$148,343 QoQ

Shares Held

3,530

-45.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,624

of 3,103 holders

Holding Since

Dec 2020

18 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

Sustainable Insight Capital Management, LLC holds $4,463,930 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,240	$1,619,520
2	LRCX	Lam Research Corp This page	3,530	$1,529,654
3	KLAC	Kla Corp	3,620	$1,092,190
4	TER	Teradyne, Inc	460	$222,566

All Filings in LRCX

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,529,654	3,530	-45.4%	Shares	Defined	2026-08-19
2026-03-31	$1,381,311	6,465	+10.2%	Shares	Defined	2026-05-14
2025-12-31	$1,003,970	5,865	-96.5%	Shares	Defined	2026-02-12
2025-09-30	$22,693,372	169,480	+827.9%	Shares	Defined	2025-11-14
2024-09-30	$14,905,701	18,265	+29.9%	Shares	Defined	2024-11-01
2024-06-30	$14,977,115	14,065	+42.3%	Shares	Defined	2024-08-05
2024-03-31	$9,600,083	9,881	+31.0%	Shares	Defined	2024-05-07
2023-09-30	$4,728,352	7,544	+0.4%	Shares	Defined	2023-10-24
2023-06-30	$4,829,164	7,512	-19.9%	Shares	Defined	2023-08-14
2023-03-31	$4,970,405	9,376	+843.3%	Shares	Defined	2023-05-09
2022-09-30	$363,804	994	+6.9%	Shares	Defined	2022-11-04
2022-06-30	$396,319	930	-9.7%	Shares	Defined	2022-08-08
2022-03-31	$553,738	1,030	+122.5%	Shares	Defined	2022-05-12
2021-12-31	$332,966	463	-95.5%	Shares	Defined	2022-02-02
2021-09-30	$5,861,675	10,299	-9.5%	Shares	Defined	2021-10-26
2021-06-30	$7,405,616	11,381	-16.6%	Shares	Defined	2021-08-10
2021-03-31	$8,126,811	13,653	-3.9%	Shares	Defined	2021-05-10
2020-12-31	$6,708,123	14,204	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.