TEACHER RETIREMENT SYSTEM OF TEXAS
PensionPosition in LRCX — Lam Research Corp
CIK 796848
AUSTIN, TX
Position in LRCX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$116,985,900
+$9,363,665 QoQ
Shares Held
547,533
-12.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026TEACHER RETIREMENT SYSTEM OF TEXAS holds $314,348,270 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
547,533 | $116,985,900 | |
| 2 | AMAT |
Applied Materials Inc /De
|
307,304 | $105,033,434 | |
| 3 | TER |
Teradyne, Inc
|
136,169 | $40,368,661 | |
| 4 | Q |
Qnity Electronics, Inc.
|
318,124 | $36,705,147 | |
| 5 | KLAC |
Kla Corp
|
53,620 | $7,895,062 | |
| 6 | FORM |
Formfactor Inc
|
15,777 | $1,530,211 | |
| 7 | NVMI |
Nova Ltd.
|
3,386 | $1,470,472 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
21,227 | $1,395,038 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,985,900 | 547,533 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $107,622,235 | 628,708 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $76,382,719 | 570,446 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $39,475,068 | 405,538 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $45,852,253 | 630,705 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $49,819,775 | 689,738 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||