California Public Employees Retirement System
PensionPosition in LRCX — Lam Research Corp
CIK 919079
Sacramento, CA
Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,581,026,604
+$326,650,324 QoQ
Shares Held
3,648,551
-37.9% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#39
of 3,126 holders
Holding Since
Mar 2020
25 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, 2026California Public Employees Retirement System holds $5,194,765,101 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
5,891,593 | $1,777,552,524 | |
| 2 | LRCX |
Lam Research Corp
This page
|
3,648,551 | $1,581,026,604 | |
| 3 | AMAT |
Applied Materials Inc /De
|
2,139,430 | $1,546,807,890 | |
| 4 | TER |
Teradyne, Inc
|
263,844 | $127,658,280 | |
| 5 | Q |
Qnity Electronics, Inc.
|
346,256 | $56,547,067 | |
| 6 | ENTG |
Entegris Inc
|
298,179 | $53,630,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
91,256 | $34,535,833 | |
| 8 | FORM |
Formfactor Inc
|
103,703 | $16,585,220 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,026,604 | 3,648,551 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,254,376,280 | 5,870,899 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $667,366,113 | 3,898,622 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $606,044,656 | 4,526,099 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $211,150,122 | 2,169,202 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $200,347,168 | 2,755,807 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $187,234,866 | 229,432 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,612,983 | 240,046 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $259,467,484 | 267,060 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $199,006,784 | 254,075 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $166,728,341 | 266,012 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $169,320,966 | 263,387 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $146,347,047 | 276,064 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $134,578,378 | 320,196 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $113,816,118 | 310,973 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $116,872,489 | 274,252 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $155,381,117 | 289,022 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $219,422,733 | 305,114 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $181,994,818 | 319,766 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $209,557,935 | 322,050 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $197,289,917 | 331,446 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $164,434,968 | 348,180 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $111,551,932 | 336,253 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $106,211,325 | 328,360 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $79,984,320 | 333,268 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||