Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,905,133
+$26,723,808 QoQ
Shares Held
119,782
+1.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#403
of 3,103 holders
Holding Since
Mar 2020
24 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, 2026ALLSTATE CORP holds $164,562,815 across 11 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
83,122 | $60,097,206 | |
| 2 | LRCX |
Lam Research Corp
This page
|
119,782 | $51,905,133 | |
| 3 | KLAC |
Kla Corp
|
123,390 | $37,227,996 | |
| 4 | TER |
Teradyne, Inc
|
17,447 | $8,441,555 | |
| 5 | Q |
Qnity Electronics, Inc.
|
16,194 | $2,644,642 | |
| 6 | ENTG |
Entegris Inc
|
10,665 | $1,918,206 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,469 | $934,393 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
4,385 | $492,347 |
All Filings in LRCX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,905,133 | 119,782 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,181,325 | 117,857 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,449,541 | 96,095 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,206,532 | 46,352 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $254,544 | 2,615 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,511,991 | 48,308 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $501,544 | 471 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $457,609 | 471 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $373,615 | 477 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $329,681 | 526 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $338,144 | 526 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $277,252 | 523 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,229,271 | 5,304 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,430,328 | 3,908 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,252,628 | 5,286 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,482,099 | 6,477 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,578,402 | 10,538 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,194,645 | 2,099 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,564,282 | 2,404 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,517,862 | 2,550 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,505,124 | 3,187 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,030,747 | 3,107 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,140,519 | 3,526 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $750,960 | 3,129 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||