Temasek Holdings (Private) Ltd

Position in LRCX — Lam Research Corp

CIK 1021944 SINGAPORE, U0

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$327,165,883

+$164,712,707 QoQ

Shares Held

755,004

-0.7% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#142

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$102,785,876

PutShares

237,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Temasek Holdings (Private) Ltd holds $712,016,074 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	755,004	$327,165,883
2	ASML	Asml Holding NV	112,079	$222,974,434
3	KLAC	Kla Corp	323,870	$97,714,817
4	TER	Teradyne, Inc	81,246	$39,310,064
5	FORM	Formfactor Inc	88,197	$14,105,346
6	CAMT	Camtek Ltd	65,875	$10,745,530

All Filings in LRCX

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,785,876	237,200	0.0%	Put	Defined	2026-08-07
2026-06-30	$327,165,883	755,004	-0.7%	Shares	Defined	2026-08-07
2026-03-31	$162,453,176	760,335	—	Shares	Defined	2026-05-12
2026-03-31	$50,680,152	237,200	—	Put	Defined	2026-05-12
No filing history on record for this holder in this stock.