Position in LRCX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$61,424,472
-$3,422,791 QoQ
Shares Held
287,487
-24.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 94.2293042815849.ToString("F0")%
Shared 0.ToString("F0")%
None 5.7706957184150935.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $211,336,185 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
287,487 | $61,424,472 | |
| 2 | AMAT |
Applied Materials Inc /De
|
94,850 | $32,418,781 | |
| 3 | UCTT |
Ultra Clean Holdings, Inc.
|
441,659 | $27,462,356 | |
| 4 | AMBA |
Ambarella Inc
|
430,249 | $22,149,218 | |
| 5 | ICHR |
Ichor Holdings, Ltd.
|
408,307 | $19,031,189 | |
| 6 | FORM |
Formfactor Inc
|
189,562 | $18,385,618 | |
| 7 | KLAC |
Kla Corp
|
11,473 | $16,892,959 | |
| 8 | IPGP |
Ipg Photonics Corp
|
59,569 | $6,826,011 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,424,472 | 287,487 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $64,847,263 | 378,825 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $56,877,640 | 424,777 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,425,631 | 476,943 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $43,235,998 | 594,718 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $42,935,317 | 594,425 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||