Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$505,565,677
+$298,005,457 QoQ
Shares Held
1,166,699
+20.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#102
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $2,807,944,530 across 14 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,896,810 | $873,996,545 | |
| 2 | AMAT |
Applied Materials Inc /De
|
990,105 | $715,845,915 | |
| 3 | LRCX |
Lam Research Corp
This page
|
1,166,699 | $505,565,677 | |
| 4 | ASML |
Asml Holding NV
|
222,906 | $443,458,090 | |
| 5 | ENTG |
Entegris Inc
|
457,790 | $82,338,109 | |
| 6 | Q |
Qnity Electronics, Inc.
|
388,536 | $63,451,813 | |
| 7 | FORM |
Formfactor Inc
|
393,987 | $63,010,340 | |
| 8 | TER |
Teradyne, Inc
|
71,822 | $34,750,356 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,565,677 | 1,166,699 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $207,560,220 | 971,451 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $126,445,190 | 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 | |
| 2024-09-30 | $4,885 | 59,861 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $80,822,115 | 75,900 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $68,015,729 | 70,006 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $56,523,957 | 72,165 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $44,122,727 | 70,397 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $45,182,772 | 70,284 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $37,900,929 | 71,495 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $28,533,326 | 67,888 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $24,010,698 | 65,603 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,104,088 | 70,642 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,253,199 | 45,113 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $30,767,394 | 42,783 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $21,144,491 | 37,151 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,150,877 | 30,968 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $19,306,014 | 32,434 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $17,836,221 | 37,767 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,697,278 | 32,245 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,358,159 | 32,023 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $6,960,960 | 29,004 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||