Position in LRCX
as of Sep 30, 2026
· filed Oct 6, 2026
Position Value
$16,879,172
-$6,233,350 QoQ
Shares Held
51,381
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#12
of 144 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 81%
Shared 18%
None 1%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Sep 30, 2026CONGRESS ASSET MANAGEMENT CO holds $337,589,392 across 9 Semiconductor Equipment & Materials names. LRCX ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
89,548 | $162,231,425 | |
| 2 | Q |
Qnity Electronics, Inc.
|
352,795 | $44,360,443 | |
| 3 | TER |
Teradyne, Inc
|
106,439 | $42,672,459 | |
| 4 | ENTG |
Entegris Inc
|
213,382 | $32,873,630 | |
| 5 | ACMR |
ACM Research, Inc.
|
277,150 | $22,426,978 | |
| 6 | LRCX |
Lam Research Corp
This page
|
51,381 | $16,879,172 | |
| 7 | KLAC |
Kla Corp
|
76,669 | $14,945,088 | |
| 8 | NVMI |
Nova Ltd.
|
2,192 | $844,358 |
All Filings in LRCX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $16,879,172 | 51,381 | Shares | Sole | 2026-10-06 | |
| 2026-06-30 | $23,112,522 | 53,337 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $9,888,398 | 46,281 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $650,997 | 3,803 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $508,284 | 3,796 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $368,723 | 3,788 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $274,369 | 3,774 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $271,873 | 3,764 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $306,030 | 375 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $399,318 | 375 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $363,367 | 374 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $292,155 | 373 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $242,559 | 387 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $248,143 | 386 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $252,337 | 476 | Shares | Sole | 2023-04-21 | |
| 2022-06-30 | $200,716 | 471 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $252,676 | 470 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $338,000 | 470 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $274,330 | 482 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $312,986 | 481 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $278,572 | 468 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $221,022 | 468 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||