WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
Position in LRCX — Lam Research Corp
CIK 1644956
CHICAGO, IL
Position in LRCX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$16,974,646
-$1,969,502 QoQ
Shares Held
79,447
-28.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98.77654285246768.ToString("F0")%
Shared 0.ToString("F0")%
None 1.223457147532317.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $274,102,357 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ONTO |
Onto Innovation Inc.
|
964,213 | $197,731,159 | |
| 2 | KLIC |
Kulicke & Soffa Industries Inc
|
398,036 | $26,158,925 | |
| 3 | AEHR |
Aehr Test Systems
|
513,293 | $19,032,904 | |
| 4 | LRCX |
Lam Research Corp
This page
|
79,447 | $16,974,646 | |
| 5 | AMAT |
Applied Materials Inc /De
|
34,940 | $11,942,142 | |
| 6 | ASML |
Asml Holding NV
|
1,713 | $2,262,581 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,974,646 | 79,447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,944,148 | 110,668 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $246,860,182 | 1,843,616 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $185,760,541 | 1,908,368 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $241,646,076 | 3,323,880 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $246,327,413 | 3,410,320 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||