YOUSIF CAPITAL MANAGEMENT, LLC
Position in LRCX — Lam Research Corp
CIK 1858789
BLOOMFIELD HILLS, MI
Position in LRCX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$53,604,220
+$24,746,233 QoQ
Shares Held
123,703
-8.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#40
of 875 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $194,459,971 across 20 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
79,018 | $57,130,014 | |
| 2 | LRCX |
Lam Research Corp
This page
|
123,703 | $53,604,220 | |
| 3 | KLAC |
Kla Corp
|
132,526 | $39,984,419 | |
| 4 | ENTG |
Entegris Inc
|
42,261 | $7,601,063 | |
| 5 | TER |
Teradyne, Inc
|
14,805 | $7,163,251 | |
| 6 | ONTO |
Onto Innovation Inc.
|
13,768 | $5,210,499 | |
| 7 | Q |
Qnity Electronics, Inc.
|
24,764 | $4,044,208 | |
| 8 | FORM |
Formfactor Inc
|
21,008 | $3,359,809 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,604,220 | 123,703 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $28,857,987 | 135,065 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,007,310 | 140,246 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,742,885 | 147,445 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,459,149 | 158,816 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,677,219 | 160,622 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,778,546 | 163,070 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||