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PARNASSUS INVESTMENTS, LLC

Position in LRCX — Lam Research Corp

CIK 948669 San Francisco, CA

Position in LRCX

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$56,013,746
-$54,555,866 QoQ
Shares Held
262,163
-59.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

PARNASSUS INVESTMENTS, LLC holds $1,182,273,077 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LRCX
Lam Research Corp
This page
262,163 $56,013,746

All Filings in LRCX

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $56,013,746 262,163
2025-12-31 $110,569,612 645,926
2025-09-30 $93,825,738 700,715
2025-06-30 $70,866,245 728,028
2025-03-31 $56,157,696 772,458
2024-12-31 $61,213,697 847,483