Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$232,169,547
+$115,732,967 QoQ
Shares Held
535,780
-1.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#189
of 3,103 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, 2026Baird Financial Group, Inc. holds $732,645,194 across 12 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
126,484 | $251,632,315 | |
| 2 | LRCX |
Lam Research Corp
This page
|
535,780 | $232,169,547 | |
| 3 | AMAT |
Applied Materials Inc /De
|
132,402 | $95,726,646 | |
| 4 | KLAC |
Kla Corp
|
219,391 | $66,192,457 | |
| 5 | TER |
Teradyne, Inc
|
53,029 | $25,657,549 | |
| 6 | ONTO |
Onto Innovation Inc.
|
66,489 | $25,162,760 | |
| 7 | Q |
Qnity Electronics, Inc.
|
118,166 | $19,297,689 | |
| 8 | ATOM |
Atomera Inc
|
1,340,888 | $11,679,134 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,169,547 | 535,780 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $116,436,580 | 544,962 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $105,756,372 | 617,808 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $86,478,645 | 645,845 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $65,001,801 | 667,781 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $37,756,744 | 519,350 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $39,226,667 | 543,080 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,764,526 | 51,177 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,814,317 | 41,146 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,801,636 | 35,820 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $32,456,727 | 41,438 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,319,022 | 43,587 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $29,246,272 | 45,494 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,465,903 | 48,038 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,300,594 | 45,921 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,406,580 | 36,630 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $15,309,437 | 35,925 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $21,243,120 | 39,514 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $25,475,169 | 35,424 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,659,579 | 34,542 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,422,218 | 31,385 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $18,360,177 | 30,845 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,913,341 | 31,578 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,969,766 | 39,095 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,191,069 | 34,598 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $6,935,760 | 28,899 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||