Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$267,111,111
+$137,273,775 QoQ
Shares Held
616,415
+1.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#170
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, 2026CIBC Asset Management Inc holds $827,044,285 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
385,950 | $279,041,850 | |
| 2 | LRCX |
Lam Research Corp
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|
616,415 | $267,111,111 | |
| 3 | KLAC |
Kla Corp
|
566,014 | $170,772,083 | |
| 4 | ASML |
Asml Holding NV
|
32,736 | $65,126,304 | |
| 5 | TER |
Teradyne, Inc
|
64,023 | $30,976,888 | |
| 6 | Q |
Qnity Electronics, Inc.
|
50,666 | $8,274,264 | |
| 7 | ENTG |
Entegris Inc
|
7,169 | $1,289,416 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
7,737 | $667,161 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,111,111 | 616,415 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $129,837,336 | 607,682 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $89,932,494 | 525,368 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $52,827,031 | 394,526 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $38,675,712 | 397,326 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,255,559 | 416,170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $29,940,201 | 414,512 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $32,988,401 | 40,423 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $40,860,424 | 38,372 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,773,670 | 38,879 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $28,943,806 | 36,953 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,304,562 | 37,182 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $22,081,598 | 34,349 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,292,320 | 34,506 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,418,811 | 34,306 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,625,902 | 34,497 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,040,364 | 32,947 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $15,743,371 | 29,284 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $32,274,732 | 44,879 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,989,134 | 26,336 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,912,343 | 25,991 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,081,595 | 25,337 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,305,671 | 23,939 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $7,483,948 | 22,559 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $16,509,398 | 51,040 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $8,855,280 | 36,897 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||