Treasurer of the State of North Carolina
Position in LRCX — Lam Research Corp
CIK 1761054
RALEIGH, NC
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$338,374,830
+$140,044,722 QoQ
Shares Held
780,871
-15.9% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#137
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, 2026Treasurer of the State of North Carolina holds $1,029,033,533 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
780,871 | $338,374,830 | |
| 2 | AMAT |
Applied Materials Inc /De
|
458,159 | $331,248,957 | |
| 3 | KLAC |
Kla Corp
|
909,230 | $274,323,783 | |
| 4 | TER |
Teradyne, Inc
|
66,710 | $32,276,966 | |
| 5 | Q |
Qnity Electronics, Inc.
|
89,312 | $14,585,542 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
139,463 | $12,025,894 | |
| 7 | ENTG |
Entegris Inc
|
64,749 | $11,645,755 | |
| 8 | ONTO |
Onto Innovation Inc.
|
21,100 | $7,985,295 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,374,830 | 780,871 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $198,330,108 | 928,251 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $150,426,821 | 878,764 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $125,071,571 | 934,067 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $68,004,741 | 698,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,521,843 | 612,405 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,692,962 | 618,759 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,774,049 | 62,217 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,428,114 | 66,139 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,700,778 | 62,477 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $48,616,164 | 62,069 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $39,993,566 | 63,809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,660,252 | 63,249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,456,209 | 64,997 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $27,556,969 | 65,565 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,784,598 | 62,253 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $26,721,735 | 62,705 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $32,799,586 | 61,010 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $42,993,663 | 59,784 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,236,649 | 60,154 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $39,027,684 | 59,978 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $35,963,210 | 60,418 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $28,851,446 | 61,091 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $20,192,627 | 60,867 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $19,597,471 | 60,587 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $14,319,840 | 59,666 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||