PINNACLE ASSOCIATES LTD

Position in LRCX — Lam Research Corp

CIK 743127 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$110,783,414

+$49,358,942 QoQ

Shares Held

255,656

-11.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#290

of 3,114 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $391,367,802 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	255,656	$110,783,414
2	AMAT	Applied Materials Inc /De	92,679	$67,006,917
3	UCTT	Ultra Clean Holdings, Inc.	399,934	$57,026,589
4	ICHR	Ichor Holdings, Ltd.	379,392	$42,598,133
5	AMBA	Ambarella Inc	408,846	$35,078,986
6	KLAC	Kla Corp	110,079	$33,211,935
7	FORM	Formfactor Inc	176,497	$28,227,165
8	IPGP	Ipg Photonics Corp	55,526	$6,514,310

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,783,414	255,656	-11.1%	Shares	Sole	2026-08-03
2026-03-31	$61,424,472	287,487	-24.1%	Shares	Sole	2026-04-22
2025-12-31	$64,847,263	378,825	-10.8%	Shares	Sole	2026-02-05
2025-09-30	$56,877,640	424,777	-10.9%	Shares	Sole	2025-11-13
2025-06-30	$46,425,631	476,943	-19.8%	Shares	Sole	2025-08-04
2025-03-31	$43,235,998	594,718	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$42,935,317	594,425	+662.6%	Shares	Sole	2025-02-14
2024-09-30	$63,607,723	77,943	+12.3%	Shares	Sole	2024-10-25
2024-06-30	$73,895,265	69,395	-3.9%	Shares	Sole	2024-07-30
2024-03-31	$70,155,126	72,208	-7.4%	Shares	Sole	2024-04-26
2023-12-31	$61,049,634	77,943	-9.3%	Shares	Sole	2024-01-19
2023-09-30	$53,876,522	85,959	-18.8%	Shares	Sole	2023-10-24
2023-06-30	$68,033,873	105,830	-3.4%	Shares	Sole	2023-07-27
2023-03-31	$58,084,718	109,569	-2.6%	Shares	Sole	2023-05-05
2022-12-31	$47,299,301	112,537	-2.3%	Shares	Sole	2023-02-01
2022-09-30	$42,147,096	115,156	-2.1%	Shares	Sole	2022-11-01
2022-06-30	$50,140,382	117,659	-0.0%	Shares	Sole	2022-08-02
2022-03-31	$63,261,643	117,672	-3.1%	Shares	Sole	2022-05-05
2021-12-31	$87,326,384	121,430	-11.2%	Shares	Sole	2022-02-02
2021-09-30	$77,854,597	136,791	-2.9%	Shares	Sole	2021-10-19
2021-06-30	$91,651,745	140,851	-8.9%	Shares	Sole	2021-08-02
2021-03-31	$92,003,865	154,566	-11.6%	Shares	Sole	2021-05-12
2020-12-31	$82,545,711	174,785	-19.9%	Shares	Sole	2021-01-26
2020-09-30	$72,413,063	218,276	-5.5%	Shares	Sole	2020-10-23
2020-06-30	$74,673,975	230,860	-10.1%	Shares	Sole	2020-08-14
2020-03-31	$61,610,400	256,710	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.