WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1644956 CHICAGO, IL

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$44,317,959

+$27,343,313 QoQ

Shares Held

102,273

+28.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#438

of 3,118 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $683,895,121 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	497,946	$360,014,958
2	ONTO	Onto Innovation Inc.	665,377	$251,811,925
3	LRCX	Lam Research Corp This page	102,273	$44,317,959
4	KLIC	Kulicke & Soffa Industries Inc	192,709	$25,776,755
5	ASML	Asml Holding NV	992	$1,973,524

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,317,959	102,273	+28.7%	Shares	Sole	2026-08-12
2026-03-31	$16,974,646	79,447	-28.2%	Shares	Sole	2026-05-08
2025-12-31	$18,944,148	110,668	-94.0%	Shares	Sole	2026-02-09
2025-09-30	$246,860,182	1,843,616	-3.4%	Shares	Sole	2025-11-12
2025-06-30	$185,760,541	1,908,368	-42.6%	Shares	Sole	2025-07-29
2025-03-31	$241,646,076	3,323,880	-2.5%	Shares	Sole	2025-05-09
2024-12-31	$246,327,413	3,410,320	+1001.9%	Shares	Sole	2025-02-10
2024-09-30	$252,562,070	309,482	+4.3%	Shares	Sole	2024-11-08
2024-06-30	$316,027,247	296,781	+16.2%	Shares	Sole	2024-08-08
2024-03-31	$248,140,921	255,402	+4.5%	Shares	Sole	2024-05-08
2023-12-31	$191,425,610	244,396	+7.1%	Shares	Sole	2024-02-09
2023-09-30	$142,959,969	228,090	+2.0%	Shares	Sole	2023-11-09
2023-06-30	$143,737,067	223,590	+91.3%	Shares	Sole	2023-08-11
2023-03-31	$61,974,208	116,906	+10.2%	Shares	Sole	2023-05-12
2022-12-31	$44,577,438	106,061	+4.7%	Shares	Sole	2023-02-09
2022-09-30	$37,076,166	101,301	-45.4%	Shares	Sole	2022-11-09
2022-06-30	$79,053,381	185,506	+11.7%	Shares	Sole	2022-08-10
2022-03-31	$89,258,313	166,028	+12.2%	Shares	Sole	2022-05-11
2021-12-31	$106,370,914	147,912	+30.4%	Shares	Sole	2022-02-14
2021-09-30	$64,556,407	113,426	-20.1%	Shares	Sole	2021-11-10
2021-06-30	$92,409,160	142,015	-5.4%	Shares	Sole	2021-08-12
2021-03-31	$89,314,571	150,048	+7.2%	Shares	Sole	2021-05-13
2020-12-31	$66,130,551	140,027	-8.8%	Shares	Sole	2021-02-09
2020-09-30	$50,951,492	153,584	-1.8%	Shares	Sole	2020-11-06
2020-06-30	$50,569,412	156,339	+30.1%	Shares	Sole	2020-08-12
2020-03-31	$28,850,880	120,212	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.