Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$16,278,041
+$8,140,800 QoQ
Shares Held
37,565
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#688
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $239,425,303 across 10 Semiconductor Equipment & Materials names. LRCX ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
288,392 | $87,010,750 | |
| 2 | ASML |
Asml Holding NV
|
30,906 | $61,485,629 | |
| 3 | AMAT |
Applied Materials Inc /De
|
79,958 | $57,809,634 | |
| 4 | LRCX |
Lam Research Corp
This page
|
37,565 | $16,278,041 | |
| 5 | TER |
Teradyne, Inc
|
14,329 | $6,932,943 | |
| 6 | Q |
Qnity Electronics, Inc.
|
34,664 | $5,660,977 | |
| 7 | ENTG |
Entegris Inc
|
10,283 | $1,849,500 | |
| 8 | AEHR |
Aehr Test Systems
|
17,838 | $1,713,518 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,278,041 | 37,565 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,137,241 | 38,085 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,298,430 | 42,636 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,418,863 | 55,406 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,663,656 | 47,911 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,913,586 | 53,832 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,630,809 | 64,112 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,657,066 | 6,932 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,128,211 | 5,755 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,177,496 | 5,329 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,941,364 | 5,032 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,022,284 | 4,822 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,039,442 | 4,728 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,021,877 | 3,814 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,348,742 | 3,209 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,208,532 | 3,302 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,315,951 | 3,088 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,800,993 | 3,350 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,897,073 | 5,419 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,113,253 | 3,713 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,977,477 | 3,039 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,782,154 | 6,354 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,040,001 | 6,437 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $701,983 | 2,116 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $698,673 | 2,160 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $547,920 | 2,283 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||