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Equibles

TCW GROUP INC

Position in LRCX — Lam Research Corp

CIK 850401 LOS ANGELES, CA
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$12,679,668
+$7,689,426 QoQ
Shares Held
29,261
+25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#768
of 3,121 holders
Holding Since
Mar 2020
25 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, 2026

TCW GROUP INC holds $829,747,117 across 8 Semiconductor Equipment & Materials names. LRCX ranks #6 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
 933,931 $281,776,320
2 ASML
Asml Holding NV
 132,437 $263,475,450
3 AMAT
Applied Materials Inc /De
 165,174 $119,420,802
4 AMKR
Amkor Technology, Inc.
 1,027,777 $88,625,209
5 Q
Qnity Electronics, Inc.
 297,276 $48,548,143
6 LRCX
Lam Research Corp
This page 		29,261 $12,679,668
7 PLAB
Photronics Inc
 355,820 $11,574,824
8 TER
Teradyne, Inc
 7,537 $3,646,701

All Filings in LRCX

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,679,668 29,261
2026-03-31 $4,990,242 23,356
2025-12-31 $3,379,949 19,745
2025-06-30 $2,080,739 21,376
2025-03-31 $14,463,010 198,941
2024-12-31 $20,730,804 287,011
2024-09-30 $24,987,552 30,619
2024-06-30 $38,489,002 36,145
2024-03-31 $36,480,510 37,548
2023-12-31 $29,075,394 37,121
2023-09-30 $21,164,768 33,768
2023-06-30 $20,309,875 31,593
2023-03-31 $15,442,924 29,131
2022-12-31 $11,989,477 28,526
2022-09-30 $10,454,058 28,563
2022-06-30 $14,563,249 34,174
2022-03-31 $18,349,703 34,132
2021-12-31 $24,542,431 34,127
2021-09-30 $21,933,332 38,537
2021-06-30 $35,443,628 54,470
2021-03-31 $33,320,344 55,978
2020-12-31 $32,312,712 68,420
2020-09-30 $33,171,350 99,989
2020-06-30 $35,842,925 110,811
2020-03-31 $26,776,320 111,568