CARRET ASSET MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 791490 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$28,195,916

+$12,832,481 QoQ

Shares Held

65,068

-9.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.05%

of 13F equity value

Holder Rank

#531

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Technology · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $52,218,402 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	65,068	$28,195,916
2	AMAT	Applied Materials Inc /De	31,772	$22,971,156
3	TER	Teradyne, Inc	1,250	$604,800
4	KLAC	Kla Corp	1,480	$446,530

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,195,916	65,068	-9.5%	Shares	Sole	2026-08-04
2026-03-31	$15,363,435	71,906	-7.6%	Shares	Sole	2026-05-15
2025-12-31	$13,328,074	77,860	-6.2%	Shares	Sole	2026-02-17
2025-09-30	$11,116,110	83,018	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$8,139,181	83,616	-2.8%	Shares	Sole	2025-08-04
2025-03-31	$6,251,473	85,990	-0.5%	Shares	Sole	2025-04-22
2024-12-31	$6,243,922	86,445	+873.3%	Shares	Sole	2025-02-10
2024-09-30	$7,248,422	8,882	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$9,510,175	8,931	-2.1%	Shares	Sole	2024-08-01
2024-03-31	$8,865,576	9,125	-1.5%	Shares	Sole	2024-04-19
2023-12-31	$7,252,987	9,260	-1.7%	Shares	Sole	2024-02-02
2023-09-30	$5,903,546	9,419	+0.5%	Shares	Sole	2023-10-12
2023-06-30	$6,024,883	9,372	-0.9%	Shares	Sole	2023-07-25
2023-03-31	$5,012,814	9,456	-0.9%	Shares	Sole	2023-05-11
2022-12-31	$4,012,183	9,546	-0.2%	Shares	Sole	2023-01-10
2022-09-30	$3,502,254	9,569	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$4,081,664	9,578	-3.2%	Shares	Sole	2022-08-04
2022-03-31	$5,317,500	9,891	+3.6%	Shares	Sole	2022-04-13
2021-12-31	$6,863,567	9,544	-1.7%	Shares	Sole	2022-01-10
2021-09-30	$5,524,739	9,707	-0.5%	Shares	Sole	2021-10-27
2021-06-30	$6,347,578	9,755	-9.9%	Shares	Sole	2021-07-14
2021-03-31	$6,441,687	10,822	-0.9%	Shares	Sole	2021-07-14
2020-12-31	$5,158,132	10,922	-0.2%	Shares	Sole	2021-03-16
2020-09-30	$3,631,003	10,945	-5.6%	Shares	Sole	2020-11-16
2020-06-30	$3,752,136	11,600	+0.3%	Shares	Sole	2020-08-12
2020-03-31	$2,775,600	11,565	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.