STATE OF MICHIGAN RETIREMENT SYSTEM
PensionPosition in LRCX — Lam Research Corp
CIK 762152
EAST LANSING, MI
Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$155,478,804
+$78,219,348 QoQ
Shares Held
358,800
-0.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#244
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026STATE OF MICHIGAN RETIREMENT SYSTEM holds $477,654,909 across 10 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
223,051 | $161,265,873 | |
| 2 | LRCX |
Lam Research Corp
This page
|
358,800 | $155,478,804 | |
| 3 | KLAC |
Kla Corp
|
378,480 | $114,191,200 | |
| 4 | TER |
Teradyne, Inc
|
43,135 | $20,870,438 | |
| 5 | Q |
Qnity Electronics, Inc.
|
53,647 | $8,761,091 | |
| 6 | ENTG |
Entegris Inc
|
35,700 | $6,421,002 | |
| 7 | ONTO |
Onto Innovation Inc.
|
11,600 | $4,390,020 | |
| 8 | ASML |
Asml Holding NV
|
1,646 | $3,274,618 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,478,804 | 358,800 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $77,259,456 | 361,600 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $62,343,756 | 364,200 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $49,757,240 | 371,600 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,706,914 | 377,100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,364,280 | 376,400 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,259,602 | 377,400 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $31,076,326 | 38,080 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $40,868,943 | 38,380 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $37,094,542 | 38,180 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $30,061,518 | 38,380 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $24,431,494 | 38,980 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $25,765,828 | 40,080 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,141,185 | 39,880 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,761,564 | 39,880 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $14,596,080 | 39,880 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $17,165,322 | 40,280 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $20,687,232 | 38,480 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,880,726 | 38,769 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $21,050,012 | 36,985 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $24,131,209 | 37,085 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $23,979,243 | 40,285 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $19,167,077 | 40,585 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $14,127,573 | 42,585 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $11,995,514 | 37,085 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $7,982,400 | 33,260 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||