Question 1

How many shares of LRCX does State of New Jersey Common Pension Fund D own?

Accepted Answer

As of 2026-Q2, State of New Jersey Common Pension Fund D holds 403,780 shares of LRCX (LAM RESEARCH CORP COM NEW).

Question 2

What is State of New Jersey Common Pension Fund D's LRCX position worth?

Accepted Answer

As of 2026-Q2, State of New Jersey Common Pension Fund D's LRCX position is worth $175M.

Question 3

Is State of New Jersey Common Pension Fund D buying or selling LRCX?

Accepted Answer

In 2026-Q2, State of New Jersey Common Pension Fund D decreased their LRCX position (-6.8% change in shares).

Question 4

When did State of New Jersey Common Pension Fund D first buy LRCX?

Accepted Answer

Based on available 13F filings, State of New Jersey Common Pension Fund D first reported a position in LRCX in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	403,780	-6.8%	$175M	0.6%	$433.33	0
2026-Q1	Increased	433,107	+0.1%	$92.5M	0.4%	$217.27	36
2025-Q4	Decreased	432,873	-4.0%	$74.1M	0.3%	$173.78	0
2025-Q3	Increased	450,862	+4.0%	$60.4M	0.2%	$130.87	37
2025-Q2	Decreased	433,369	-1.6%	$42.2M	0.2%	$96.85	0
2025-Q1	Decreased	440,313	-7.7%	$32M	0.1%	$72.17	0
2024-Q4	Increased	477,221	+892.7%	$34.5M	0.1%	$71.50	56
2024-Q3	Increased	48,071	+0.2%	$39.2M	0.2%	$81.71	35