Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$324,530,524
+$18,947,178 QoQ
Shares Held
1,518,911
-14.9% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $2,077,084,382 across 22 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
546,404 | $721,706,795 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,586,115 | $542,118,245 | |
| 3 | LRCX |
Lam Research Corp
This page
|
1,518,911 | $324,530,524 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
1,279,005 | $119,049,785 | |
| 5 | PLAB |
Photronics Inc
|
1,938,627 | $78,339,917 | |
| 6 | COHU |
Cohu Inc
|
2,306,491 | $70,624,754 | |
| 7 | KLAC |
Kla Corp
|
380,557 | $56,033,593 | |
| 8 | FORM |
Formfactor Inc
|
365,810 | $35,479,911 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,530,524 | 1,518,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $305,583,346 | 1,785,158 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $254,254,274 | 1,898,837 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $184,005,208 | 1,890,335 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $138,516,764 | 1,905,320 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $139,570,245 | 1,932,303 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||