SEC 13F Intelligence

Treasurer Of The State Of North Carolina / LRCX

Treasurer Of The State Of North Carolina’s Lam Research Corp Position

Does Treasurer Of The State Of North Carolina own Lam Research Corp (LRCX)? Yes — 928.3K shares worth $198M (+0.62% of its 13F portfolio) as of Q1 2026, up from 878.8K shares the prior filed quarter.

Position Value
$198M
Q1 2026
Shares
928.3K
% of Portfolio
+0.62%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $45MQ4 ’24Q1 ’25: $45MQ1 ’25Q2 ’25: $68MQ2 ’25Q3 ’25: $125MQ3 ’25Q4 ’25: $150MQ4 ’25Q1 ’26: $198MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026928.3K$198M+0.62%
Q4 2025878.8K$150M+0.48%
Q3 2025934.1K$125M+0.39%
Q2 2025698.6K$68M+0.22%
Q1 2025612.4K$45M+0.18%
Q4 2024618.8K$45M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Treasurer Of The State Of North Carolina’s full portfolio or all institutional holders of LRCX.