ACADIAN ASSET MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 916542 Boston, MA

Back to LRCX Full portfolio

Position in LRCX

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

Position Value

$905,883,298

+$266,637,790 QoQ

Shares Held

2,090,516

-30.1% QoQ

Ownership

0.167%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#69

of 3,114 holders

Holding Since

Mar 2020

26 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, 2026

ACADIAN ASSET MANAGEMENT LLC holds $4,763,922,459 across 21 Semiconductor Equipment & Materials names. LRCX ranks #4 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,972,046	$1,425,789,258
2	KLAC	Kla Corp	3,331,968	$1,005,288,065
3	ASML	Asml Holding NV	501,821	$998,342,720
4	LRCX	Lam Research Corp This page	2,090,516	$905,883,298
5	TER	Teradyne, Inc	553,598	$267,852,856
6	KLIC	Kulicke & Soffa Industries Inc	314,546	$42,073,672
7	COHU	Cohu Inc	325,994	$24,094,216
8	FORM	Formfactor Inc	112,186	$17,941,906

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	$905,883,298	2,090,516	-30.1%	Shares	Defined	2026-08-13
2026-03-31	$639,245,508	2,991,882	+41.3%	Shares	Defined	2026-05-13
2025-12-31	$362,507,714	2,117,699	+8.5%	Shares	Defined	2026-02-10
2025-09-30	$261,292,727	1,951,402	+22.5%	Shares	Defined	2025-11-13
2025-06-30	$155,038,577	1,592,753	+669.1%	Shares	Defined	2025-08-07
2025-03-31	$15,055,152	207,086	+84.4%	Shares	Defined	2025-05-21
2024-12-31	$8,113,090	112,323	+13.2%	Shares	Defined	2025-02-11
2024-09-30	$80,969,009	99,217	+2.6%	Shares	Defined	2024-11-12
2024-06-30	$102,995,486	96,723	+1128.1%	Shares	Defined	2024-08-06
2024-03-31	$7,652,085	7,876	+88.6%	Shares	Defined	2024-05-10
2023-12-31	$3,270,893	4,176	0.0%	Shares	Defined	2024-02-13
2023-09-30	$2,617,391	4,176	-19.6%	Shares	Defined	2023-11-13
2023-06-30	$3,340,943	5,197	-35.9%	Shares	Defined	2023-08-07
2023-03-31	$4,299,803	8,111	-12.8%	Shares	Defined	2023-05-11
2022-12-31	$3,910,471	9,304	+131.8%	Shares	Defined	2023-02-14
2022-09-30	$1,468,758	4,013	+10.4%	Shares	Defined	2022-11-14
2022-06-30	$1,548,629	3,634	+1.1%	Shares	Defined	2022-08-09
2022-03-31	$1,933,245	3,596	0.0%	Shares	Defined	2022-05-12
2021-12-31	$2,586,063	3,596	-81.2%	Shares	Defined	2022-02-10
2021-09-30	$10,886,132	19,127	-69.6%	Shares	Defined	2021-11-12
2021-06-30	$40,932,934	62,906	+207.1%	Shares	Defined	2021-08-11
2021-03-31	$12,191,110	20,481	-13.6%	Shares	Defined	2021-05-11
2020-12-31	$11,194,215	23,703	-46.3%	Shares	Defined	2021-02-11
2020-09-30	$14,631,502	44,104	-63.7%	Shares	Defined	2020-11-09
2020-06-30	$39,340,822	121,625	-34.2%	Shares	Defined	2020-08-12
2020-03-31	$44,393,520	184,973	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.