PARNASSUS INVESTMENTS, LLC

Position in LRCX — Lam Research Corp

CIK 948669 San Francisco, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$80,390,081

+$24,376,335 QoQ

Shares Held

185,517

-29.2% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#333

of 3,114 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PARNASSUS INVESTMENTS, LLC holds $3,279,555,327 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,531,747	$1,830,453,081
2	KLAC	Kla Corp	4,403,071	$1,328,450,551
3	LRCX	Lam Research Corp This page	185,517	$80,390,081
4	TER	Teradyne, Inc	78,406	$37,935,959
5	ASML	Asml Holding NV	1,169	$2,325,655

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,390,081	185,517	-29.2%	Shares	Sole	2026-07-29
2026-03-31	$56,013,746	262,163	-59.4%	Shares	Sole	2026-05-12
2025-12-31	$110,569,612	645,926	-7.8%	Shares	Sole	2026-02-12
2025-09-30	$93,825,738	700,715	-3.8%	Shares	Sole	2025-10-24
2025-06-30	$70,866,245	728,028	-5.8%	Shares	Sole	2025-08-06
2025-03-31	$56,157,696	772,458	-8.9%	Shares	Sole	2025-05-15
2024-12-31	$61,213,697	847,483	+1178.9%	Shares	Sole	2025-02-10
2024-09-30	$54,076,725	66,264	-1.7%	Shares	Sole	2024-11-08
2024-06-30	$71,752,787	67,383	-7.9%	Shares	Sole	2024-08-06
2024-03-31	$71,060,629	73,140	-40.8%	Shares	Sole	2024-05-09
2023-12-31	$96,742,792	123,513	-3.4%	Shares	Sole	2024-02-12
2023-09-30	$80,167,016	127,905	-11.2%	Shares	Sole	2023-11-08
2023-06-30	$92,620,697	144,076	-23.4%	Shares	Sole	2023-07-31
2023-03-31	$99,720,873	188,110	-0.6%	Shares	Sole	2023-05-01
2022-12-31	$79,508,151	189,170	+37.4%	Shares	Sole	2023-01-30
2021-03-31	$81,962,762	137,697	-54.1%	Shares	Sole	2021-05-06
2020-12-31	$141,681,000	300,000	0.0%	Shares	Sole	2021-02-10
2020-09-30	$99,525,000	300,000	-40.0%	Shares	Sole	2020-11-13
2020-06-30	$161,730,000	500,000	0.0%	Shares	Sole	2020-08-12
2020-03-31	$120,000,000	500,000	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.