Concurrent Investment Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 2001015 Tampa, FL

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$42,839,869

+$25,276,804 QoQ

Shares Held

98,862

+20.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#445

of 3,103 holders

Holding Since

Dec 2023

10 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

Concurrent Investment Advisors, LLC holds $113,037,930 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	98,862	$42,839,869
2	AMAT	Applied Materials Inc /De	35,585	$25,727,955
3	ASML	Asml Holding NV	8,581	$17,071,382
4	KLAC	Kla Corp	30,725	$9,270,039
5	UCTT	Ultra Clean Holdings, Inc.	44,828	$6,392,023
6	FORM	Formfactor Inc	24,505	$3,919,084
7	TER	Teradyne, Inc	6,150	$2,975,615
8	Q	Qnity Electronics, Inc.	17,582	$2,871,315

All Filings in LRCX

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,839,869	98,862	+20.3%	Shares	Sole	2026-07-27
2026-03-31	$17,563,065	82,201	+5.7%	Shares	Sole	2026-04-21
2025-12-31	$13,306,676	77,735	+396.0%	Shares	Sole	2026-01-29
2025-09-30	$2,098,614	15,673	-2.6%	Shares	Sole	2025-10-27
2025-06-30	$1,566,200	16,090	+2.3%	Shares	Sole	2025-07-25
2025-03-31	$1,143,498	15,729	+53.0%	Shares	Sole	2025-04-29
2024-12-31	$742,596	10,281	+937.4%	Shares	Sole	2025-02-03
2024-06-30	$1,055,266	991	+15.4%	Shares	Sole	2024-07-30
2024-03-31	$834,578	859	+11.3%	Shares	Sole	2024-05-07
2023-12-31	$604,676	772	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.