Manhattan West Asset Management, LLC

Position in LRCX — Lam Research Corp

CIK 1904770 Los Angeles, CA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$679,028

+$319,011 QoQ

Shares Held

1,567

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,083

of 3,103 holders

Holding Since

Dec 2025

3 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

Manhattan West Asset Management, LLC holds $17,560,900 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	8,161	$16,235,819
2	LRCX	Lam Research Corp This page	1,567	$679,028
3	AMAT	Applied Materials Inc /De	518	$374,514
4	KLAC	Kla Corp	900	$271,539

All Filings in LRCX

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,028	1,567	-7.0%	Shares	Sole	2026-08-11
2026-03-31	$360,017	1,685	+41.4%	Shares	Sole	2026-05-14
2025-12-31	$204,046	1,192	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.