Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$207,560,220
+$81,112,807 QoQ
Shares Held
971,451
+31.5% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.33%
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, 2026NATIXIS ADVISORS, LLC holds $949,944,793 across 14 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
842,748 | $288,042,838 | |
| 2 | ASML |
Asml Holding NV
|
207,521 | $274,099,962 | |
| 3 | LRCX |
Lam Research Corp
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|
971,451 | $207,560,220 | |
| 4 | ENTG |
Entegris Inc
|
471,179 | $55,241,025 | |
| 5 | FORM |
Formfactor Inc
|
456,210 | $44,247,807 | |
| 6 | KLAC |
Kla Corp
|
187,716 | $27,639,491 | |
| 7 | Q |
Qnity Electronics, Inc.
|
203,928 | $23,529,212 | |
| 8 | TER |
Teradyne, Inc
|
64,316 | $19,067,121 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,560,220 | 971,451 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $126,447,413 | 738,681 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $89,619,671 | 669,303 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $64,945,442 | 667,202 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $52,357,086 | 720,180 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $38,450,773 | 532,338 | Shares | Defined | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||