Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$235,842,452
+$125,221,269 QoQ
Shares Held
544,256
+5.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#187
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, 2026STRS OHIO holds $685,063,737 across 23 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
544,256 | $235,842,452 | |
| 2 | AMAT |
Applied Materials Inc /De
|
285,901 | $206,706,423 | |
| 3 | KLAC |
Kla Corp
|
487,059 | $146,950,570 | |
| 4 | Q |
Qnity Electronics, Inc.
|
285,962 | $46,700,454 | |
| 5 | ENTG |
Entegris Inc
|
86,876 | $15,625,517 | |
| 6 | TER |
Teradyne, Inc
|
32,181 | $15,570,455 | |
| 7 | ASML |
Asml Holding NV
|
2,500 | $4,973,599 | |
| 8 | ACMR |
ACM Research, Inc.
|
16,400 | $2,080,996 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,842,452 | 544,256 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $110,621,183 | 517,744 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $87,015,415 | 508,327 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $70,327,761 | 525,226 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $54,416,466 | 559,035 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $41,846,483 | 575,605 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $41,820,231 | 578,987 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $50,259,918 | 61,587 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $62,114,830 | 58,332 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $59,080,200 | 60,809 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $50,261,794 | 64,170 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $41,734,733 | 66,587 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $43,207,263 | 67,211 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $36,880,448 | 69,570 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $50,257,372 | 119,575 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $48,365,436 | 132,146 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $56,516,439 | 132,621 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $78,078,175 | 145,232 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $105,350,440 | 146,493 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $84,256,966 | 148,040 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $98,848,487 | 151,911 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $102,928,305 | 172,919 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $88,345,187 | 187,065 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $65,565,743 | 197,636 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $66,166,330 | 204,558 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $32,481,120 | 135,338 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||