Position in LRCX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$161,360,732
New position
Shares Held
755,222
first reported quarter
Ownership
0.060%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 64.72798726732007.ToString("F0")%
Shared 0.ToString("F0")%
None 35.272012732679926.ToString("F0")%
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026SANDS CAPITAL MANAGEMENT, LLC holds $1,006,471,353 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
639,833 | $845,110,621 | |
| 2 | LRCX |
Lam Research Corp
This page
|
755,222 | $161,360,732 |
All Filings in LRCX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,360,732 | 755,222 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||