ADVISORY RESEARCH INC

Position in LRCX — Lam Research Corp

CIK 902584 CHICAGO, IL

Position in LRCX

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

Position Value

$8,590,333

+$4,327,603 QoQ

Shares Held

19,824

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#901

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

ADVISORY RESEARCH INC holds $12,410,336 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	19,824	$8,590,333
2	ACMR	ACM Research, Inc.	28,732	$3,645,803
3	ATOM	Atomera Inc	20,000	$174,200

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,590,333	19,824	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$4,262,730	19,951	-29.0%	Shares	Sole	2026-05-14
2025-12-31	$4,811,185	28,106	+1.7%	Shares	Sole	2026-02-13
2025-09-30	$3,700,058	27,633	+2.4%	Shares	Sole	2025-11-13
2025-06-30	$2,627,303	26,991	+47.2%	Shares	Sole	2025-08-13
2025-03-31	$1,332,736	18,332	+6.1%	Shares	Sole	2025-05-14
2024-12-31	$1,247,484	17,271	+887.5%	Shares	Sole	2025-02-13
2024-09-30	$1,427,323	1,749	-4.1%	Shares	Sole	2024-11-14
2024-06-30	$1,942,286	1,824	+13.2%	Shares	Sole	2024-08-13
2024-03-31	$1,565,199	1,611	-57.2%	Shares	Sole	2024-05-14
2023-12-31	$2,948,190	3,764	-17.2%	Shares	Sole	2024-02-13
2023-09-30	$2,849,296	4,546	-8.9%	Shares	Sole	2023-11-13
2023-06-30	$3,208,514	4,991	+80.1%	Shares	Sole	2023-08-14
2023-03-31	$1,469,492	2,772	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$1,158,767	2,757	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,010,160	2,760	-1.1%	Shares	Sole	2022-11-15
2022-06-30	$1,189,384	2,791	-0.3%	Shares	Sole	2022-08-17
2022-03-31	$1,505,308	2,800	-1.0%	Shares	Sole	2022-05-16
2021-12-31	$2,033,756	2,828	-85.7%	Shares	Sole	2022-02-11
2021-09-30	$11,269,170	19,800	-1.5%	Shares	Sole	2021-11-12
2021-06-30	$13,075,165	20,094	+39.7%	Shares	Sole	2021-08-16
2021-03-31	$8,559,551	14,380	-1.5%	Shares	Sole	2021-05-12
2020-12-31	$6,896,558	14,603	+293.8%	Shares	Sole	2021-02-12
2020-09-30	$1,230,129	3,708	+100.0%	Shares	Sole	2020-11-12
2020-06-30	$599,694	1,854	+19.4%	Shares	Sole	2020-08-13
2020-03-31	$372,720	1,553	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.