NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
Position in LRCX — Lam Research Corp
CIK 1629649
MILWAUKEE, WI
Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,374,799
+$8,837,373 QoQ
Shares Held
40,096
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#665
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $65,220,815 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
25,445 | $18,396,735 | |
| 2 | LRCX |
Lam Research Corp
This page
|
40,096 | $17,374,799 | |
| 3 | KLAC |
Kla Corp
|
41,881 | $12,635,916 | |
| 4 | ENTG |
Entegris Inc
|
34,305 | $6,170,097 | |
| 5 | ONTO |
Onto Innovation Inc.
|
11,190 | $4,234,855 | |
| 6 | TER |
Teradyne, Inc
|
5,019 | $2,428,392 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
25,649 | $2,211,713 | |
| 8 | Q |
Qnity Electronics, Inc.
|
6,713 | $1,096,300 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,374,799 | 40,096 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,537,426 | 39,958 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,869,795 | 40,132 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $5,401,124 | 40,337 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $3,971,958 | 40,805 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,968,122 | 40,827 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,950,812 | 40,853 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,372,042 | 4,132 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,430,840 | 4,161 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,041,731 | 4,160 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,267,760 | 4,172 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,637,448 | 4,208 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,723,797 | 4,237 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,248,769 | 4,242 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,796,362 | 4,274 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $1,861,842 | 5,087 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,589,713 | 6,077 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,235,336 | 6,018 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,884,466 | 6,792 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,965,837 | 6,968 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,213,933 | 6,476 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,855,964 | 6,478 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,731,877 | 7,902 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,645,374 | 7,974 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,579,270 | 7,974 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,817,040 | 7,571 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||