Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,631,525
+$9,338,882 QoQ
Shares Held
52,227
-16.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#581
of 3,103 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,367,328,808 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
718,408 | $1,429,229,539 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,240,454 | $896,848,242 | |
| 3 | LRCX |
Lam Research Corp
This page
|
52,227 | $22,631,525 | |
| 4 | KLAC |
Kla Corp
|
33,810 | $10,200,815 | |
| 5 | ONTO |
Onto Innovation Inc.
|
20,601 | $7,796,448 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,368 | $386,718 | |
| 7 | AMBA |
Ambarella Inc
|
2,745 | $235,521 |
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,631,525 | 52,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,292,643 | 62,214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,953,704 | 75,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,167,562 | 75,934 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,308,534 | 54,536 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $548,957 | 7,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $566,355 | 7,841 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $656,128 | 804 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $758,796 | 781 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $590,578 | 754 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $418,055 | 667 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,785 | 93 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,397 | 63 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,188 | 29 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $49,410 | 135 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $0 | 0 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $23,936 | 74 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,760 | 74 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||