PANAGORA ASSET MANAGEMENT INC

Position in LRCX — Lam Research Corp

CIK 883677 Boston, MA

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$426,052,222

+$228,606,880 QoQ

Shares Held

983,205

+6.4% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#117

of 3,121 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Technology · as of Jun 30, 2026

PANAGORA ASSET MANAGEMENT INC holds $914,625,158 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (46.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	983,205	$426,052,222
2	AMAT	Applied Materials Inc /De	410,126	$296,521,098
3	KLAC	Kla Corp	226,330	$68,286,024
4	Q	Qnity Electronics, Inc.	248,346	$40,557,385
5	AMKR	Amkor Technology, Inc.	309,415	$26,680,855
6	ONTO	Onto Innovation Inc.	65,409	$24,754,036
7	AMBA	Ambarella Inc	150,261	$12,892,393
8	TER	Teradyne, Inc	22,081	$10,683,671

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,052,222	983,205	+6.4%	Shares	Sole	2026-08-06
2026-03-31	$197,445,342	924,110	-17.0%	Shares	Sole	2026-05-14
2025-12-31	$190,490,473	1,112,808	+11.8%	Shares	Sole	2026-02-13
2025-09-30	$133,300,261	995,521	+19.6%	Shares	Sole	2025-11-13
2025-06-30	$81,043,142	832,578	+1.4%	Shares	Sole	2025-08-13
2025-03-31	$59,695,205	821,117	-63.8%	Shares	Sole	2025-05-15
2024-12-31	$164,032,668	2,270,977	+872.3%	Shares	Sole	2025-02-13
2024-09-30	$190,604,460	233,561	+33.0%	Shares	Sole	2024-11-13
2024-06-30	$187,004,697	175,616	+208.2%	Shares	Sole	2024-07-29
2024-03-31	$55,362,001	56,982	-26.3%	Shares	Sole	2024-05-07
2023-12-31	$60,591,427	77,358	+1081.4%	Shares	Sole	2024-02-08
2023-09-30	$4,104,089	6,548	+21.0%	Shares	Sole	2023-10-31
2023-06-30	$3,479,801	5,413	-75.9%	Shares	Sole	2023-08-11
2023-03-31	$11,912,326	22,471	+357.2%	Shares	Sole	2023-05-12
2022-12-31	$2,065,774	4,915	+3.5%	Shares	Sole	2023-02-13
2022-09-30	$1,738,866	4,751	-93.9%	Shares	Sole	2022-11-14
2022-06-30	$32,968,668	77,364	-7.0%	Shares	Sole	2022-08-15
2022-03-31	$44,732,377	83,206	+310.6%	Shares	Sole	2022-05-12
2021-12-31	$14,572,855	20,264	-37.2%	Shares	Sole	2022-02-10
2021-09-30	$18,377,284	32,289	+98.7%	Shares	Sole	2021-11-10
2021-06-30	$10,572,573	16,248	+68.1%	Shares	Sole	2021-08-11
2021-03-31	$5,753,589	9,666	-7.4%	Shares	Sole	2021-05-12
2020-12-31	$4,927,192	10,433	-90.6%	Shares	Sole	2021-02-10
2020-09-30	$36,739,653	110,745	-21.2%	Shares	Sole	2020-11-13
2020-06-30	$45,468,772	140,570	-3.9%	Shares	Sole	2020-08-12
2020-03-31	$35,102,640	146,261	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.