MORGAN STANLEY

Position in LRCX — Lam Research Corp

CIK 895421 NEW YORK, NY

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,327,643,631

+$4,274,273,714 QoQ

Shares Held

19,217,787

+1.3% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#10

of 3,114 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,523,832	$9,777,730,536
2	LRCX	Lam Research Corp This page	19,217,787	$8,327,643,631
3	KLAC	Kla Corp	17,114,793	$5,163,704,186
4	ASML	Asml Holding NV	1,788,291	$3,557,697,459
5	TER	Teradyne, Inc	1,914,643	$926,380,861
6	Q	Qnity Electronics, Inc.	3,367,542	$549,953,279
7	ENTG	Entegris Inc	1,527,094	$274,663,118
8	ONTO	Onto Innovation Inc.	488,517	$184,879,251

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,327,643,631	19,217,787	+1.3%	Shares	Defined	2026-08-13
2026-03-31	$4,053,369,917	18,971,122	-4.6%	Shares	Defined	2026-05-15
2025-12-31	$3,404,086,668	19,886,007	+0.1%	Shares	Defined	2026-05-27
2025-09-30	$2,659,456,850	19,861,515	+4.2%	Shares	Defined	2026-05-27
2025-06-30	$1,855,654,611	19,063,639	-6.3%	Shares	Defined	2025-08-15
2025-03-31	$1,479,625,578	20,352,484	-4.5%	Shares	Defined	2025-05-15
2024-12-31	$1,538,948,693	21,306,226	+912.6%	Shares	Defined	2025-05-15
2024-09-30	$1,717,185,733	2,104,188	+2.4%	Shares	Defined	2025-05-14
2024-06-30	$2,188,863,057	2,055,560	+7.5%	Shares	Defined	2025-05-14
2024-03-31	$1,857,334,813	1,911,684	+4.4%	Shares	Defined	2024-10-17
2023-12-31	$1,434,825,790	1,831,864	-1.4%	Shares	Defined	2024-08-16
2023-09-30	$1,164,487,255	1,857,918	+3.2%	Shares	Defined	2023-11-15
2023-06-30	$1,157,851,279	1,801,094	+5.9%	Shares	Defined	2023-08-14
2023-03-31	$901,852,327	1,701,223	+3.0%	Shares	Defined	2023-05-15
2022-12-31	$693,950,597	1,651,084	+34.8%	Shares	Defined	2023-02-14
2022-09-30	$448,410,756	1,225,166	-0.4%	Shares	Defined	2022-11-14
2022-06-30	$524,441,915	1,230,651	+82.4%	Shares	Defined	2022-10-27
2022-03-31	$362,668,474	674,594	-44.7%	Shares	Defined	2022-10-27
2021-12-31	$877,166,667	1,219,727	+18.2%	Shares	Defined	2022-02-14
2021-09-30	$587,222,783	1,031,754	+8.4%	Shares	Defined	2021-11-15
2021-06-30	$619,098,097	951,434	+40.5%	Shares	Defined	2021-08-23
2021-03-31	$403,053,664	677,128	+0.9%	Shares	Defined	2021-05-17
2020-12-31	$317,066,488	671,367	-3.3%	Shares	Defined	2021-02-16
2020-09-30	$230,331,035	694,291	+121.2%	Shares	Defined	2020-11-13
2020-06-30	$101,507,567	313,818	-0.5%	Shares	Defined	2020-08-14
2020-03-31	$75,668,400	315,285	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.