AGF MANAGEMENT LTD

Position in LRCX — Lam Research Corp

CIK 1003518 TORONTO, A6

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$289,089,609

+$287,665,779 QoQ

Shares Held

667,135

+9911.0% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#159

of 3,103 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

AGF MANAGEMENT LTD holds $959,363,961 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	852,219	$616,154,337
2	LRCX	Lam Research Corp This page	667,135	$289,089,609
3	TER	Teradyne, Inc	66,326	$32,091,171
4	AMKR	Amkor Technology, Inc.	240,001	$20,695,286
5	KLAC	Kla Corp	4,420	$1,333,558

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,089,609	667,135	+9911.0%	Shares	Sole	2026-08-10
2026-03-31	$1,423,830	6,664	-15.3%	Shares	Sole	2026-05-07
2025-12-31	$1,346,330	7,865	-43.8%	Shares	Sole	2026-02-17
2025-09-30	$1,873,261	13,990	-78.5%	Shares	Sole	2025-11-04
2025-06-30	$6,345,107	65,185	-94.7%	Shares	Sole	2025-08-06
2025-03-31	$88,784,148	1,221,240	-30.5%	Shares	Sole	2025-05-12
2024-12-31	$126,884,635	1,756,675	+823.2%	Shares	Sole	2025-02-07
2024-09-30	$155,277,173	190,272	+85.3%	Shares	Sole	2024-11-12
2024-06-30	$109,347,316	102,688	-54.0%	Shares	Sole	2024-08-07
2024-03-31	$216,702,859	223,044	-7.6%	Shares	Sole	2024-05-13
2023-12-31	$189,136,924	241,474	-1.8%	Shares	Sole	2024-02-06
2023-09-30	$154,048,784	245,782	+53.4%	Shares	Sole	2023-11-13
2023-06-30	$103,000,314	160,222	-8.4%	Shares	Sole	2023-08-09
2023-03-31	$92,738,662	174,939	-28.2%	Shares	Sole	2023-05-02
2022-12-31	$102,436,776	243,723	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.