MANNING & NAPIER ADVISORS LLC

Position in LRCX — Lam Research Corp

CIK 62039 Fairport, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$157,001,958

+$76,238,478 QoQ

Shares Held

362,315

-4.1% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

2.46%

of 13F equity value

Holder Rank

#242

of 3,103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Technology · as of Jun 30, 2026

MANNING & NAPIER ADVISORS LLC holds $504,761,602 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	256,826	$185,685,198
2	ASML	Asml Holding NV	81,354	$161,848,893
3	LRCX	Lam Research Corp This page	362,315	$157,001,958
4	Q	Qnity Electronics, Inc.	1,347	$219,978
5	ENTG	Entegris Inc	31	$5,575

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,001,958	362,315	-4.1%	Shares	Sole	2026-08-14
2026-03-31	$80,763,480	378,000	-34.4%	Shares	Sole	2026-04-30
2025-12-31	$98,594,886	575,972	+119894.2%	Shares	Sole	2026-02-03
2025-09-30	$64,272	480	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.