Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$491,381,053
+$330,020,321 QoQ
Shares Held
1,133,965
+50.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#103
of 3,103 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SANDS CAPITAL MANAGEMENT, LLC holds $1,553,131,201 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
533,693 | $1,061,750,148 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,133,965 | $491,381,053 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,381,053 | 1,133,965 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $161,360,732 | 755,222 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $672,542,953 | 824,114 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,224,268,693 | 1,149,710 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,374,394,580 | 1,414,612 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,316,019,353 | 1,680,182 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,212,168,792 | 1,933,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,353,249,871 | 2,105,046 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,181,657,624 | 2,229,038 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $991,196,011 | 2,358,306 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $877,257,348 | 2,396,878 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $799,968,353 | 1,877,199 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $705,662,585 | 1,312,592 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $999,444,465 | 1,389,758 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $848,854,783 | 1,491,443 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $953,119,332 | 1,464,760 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $824,493,114 | 1,385,144 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $658,960,692 | 1,395,305 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||