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Equibles

Quantinno Capital Management LP

Position in LRCX — Lam Research Corp

CIK 1759654 NEW YORK, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$480,154,339
+$252,897,658 QoQ
Shares Held
1,108,057
+4.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#109
of 3,120 holders
Holding Since
Dec 2021
17 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

Quantinno Capital Management LP holds $1,553,300,748 across 23 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		1,108,057 $480,154,339
2 AMAT
Applied Materials Inc /De
 514,748 $372,162,804
3 KLAC
Kla Corp
 911,133 $274,897,937
4 ASML
Asml Holding NV
 74,761 $148,732,516
5 TER
Teradyne, Inc
 226,033 $109,363,806
6 ENTG
Entegris Inc
 302,624 $54,429,952
7 Q
Qnity Electronics, Inc.
 261,146 $42,647,753
8 IPGP
Ipg Photonics Corp
 103,339 $12,123,731

All Filings in LRCX

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $480,154,339 1,108,057
2026-03-31 $227,256,681 1,063,637
2025-12-31 $163,915,120 957,560
2025-09-30 $104,726,135 782,122
2025-06-30 $51,840,461 532,571
2025-03-31 $25,515,664 350,972
2024-12-31 $11,969,377 165,712
2024-09-30 $9,088,682 11,137
2024-06-30 $8,502,827 7,985
2024-03-31 $5,493,256 5,654
2023-12-31 $4,182,608 5,340
2023-09-30 $4,316,564 6,887
2023-06-30 $4,275,019 6,650
2023-03-31 $3,509,394 6,620
2022-12-31 $2,803,401 6,670
2022-09-30 $842,532 2,302
2021-12-31 $1,377,172 1,915