ARS Investment Partners, LLC

Position in LRCX — Lam Research Corp

CIK 733020 New York, NY

Position in LRCX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$154,016,315

+$71,758,711 QoQ

Shares Held

355,425

-7.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

8.27%

of 13F equity value

Holder Rank

#246

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Technology · as of Jun 30, 2026

ARS Investment Partners, LLC holds $170,024,611 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	355,425	$154,016,315
2	AMAT	Applied Materials Inc /De	20,906	$15,115,038
3	ASML	Asml Holding NV	449	$893,258

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$154,016,315	355,425	-7.7%	Shares	Sole	2026-07-09
2026-03-31	$82,257,604	384,993	-11.6%	Shares	Sole	2026-04-16
2025-12-31	$74,541,871	435,459	-0.8%	Shares	Sole	2026-02-05
2025-09-30	$58,795,490	439,100	-10.8%	Shares	Sole	2025-10-15
2025-06-30	$47,903,934	492,130	+0.9%	Shares	Sole	2025-08-11
2025-03-31	$35,450,410	487,626	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$35,456,334	490,881	+908.9%	Shares	Sole	2025-01-16
2024-09-30	$39,708,004	48,657	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$51,522,767	48,385	+0.2%	Shares	Sole	2024-07-17
2024-03-31	$46,921,001	48,294	-7.3%	Shares	Sole	2024-05-02
2023-12-31	$40,810,979	52,104	-3.5%	Shares	Sole	2024-02-14
2023-09-30	$33,833,044	53,980	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$34,704,797	53,985	-2.0%	Shares	Sole	2023-07-11
2023-03-31	$29,200,599	55,083	+0.7%	Shares	Sole	2023-04-05
2022-12-31	$22,995,033	54,711	-14.3%	Shares	Sole	2023-01-25
2022-09-30	$23,368,002	63,847	+2.5%	Shares	Sole	2022-10-07
2022-06-30	$26,544,457	62,289	+0.0%	Shares	Sole	2022-07-15
2022-03-31	$33,482,350	62,280	-0.1%	Shares	Sole	2022-05-16
2021-12-31	$44,844,036	62,357	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$35,579,843	62,514	+0.6%	Shares	Sole	2021-11-05
2021-06-30	$40,446,861	62,159	+0.2%	Shares	Sole	2021-08-06
2021-03-31	$36,914,999	62,017	+0.7%	Shares	Sole	2021-05-13
2020-12-31	$29,075,774	61,566	+0.3%	Shares	Sole	2021-02-09
2020-09-30	$20,372,435	61,409	+0.3%	Shares	Sole	2020-11-12
2020-06-30	$19,808,690	61,240	+7.8%	Shares	Sole	2020-08-13
2020-03-31	$13,633,200	56,805	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.