Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,051,989
+$128,862,257 QoQ
Shares Held
533,201
+11.5% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#193
of 3,103 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $902,491,923 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,727,310 | $521,146,700 | |
| 2 | LRCX |
Lam Research Corp
This page
|
533,201 | $231,051,989 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
494,325 | $66,120,912 | |
| 4 | AMBA |
Ambarella Inc
|
504,409 | $43,278,292 | |
| 5 | ACMR |
ACM Research, Inc.
|
191,966 | $24,358,565 | |
| 6 | ONTO |
Onto Innovation Inc.
|
36,415 | $13,781,256 | |
| 7 | TER |
Teradyne, Inc
|
3,515 | $1,700,697 | |
| 8 | Q |
Qnity Electronics, Inc.
|
6,451 | $1,053,512 |
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,051,989 | 533,201 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,189,732 | 478,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $299,033,143 | 1,746,893 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $238,303,972 | 1,779,716 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $70,397,650 | 723,214 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $233,712,397 | 3,214,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $338,802,399 | 4,690,605 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,578,711 | 96,288 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $34,168,009 | 53,150 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,155,753 | 11,612 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $46,507,035 | 110,652 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,820,086 | 51,421 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,276,259 | 19,421 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,181,258 | 18,938 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,021,149 | 4,201 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,004,487 | 33,391 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $64,492,178 | 99,112 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||