Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$6,389,502
-$12,697,752 QoQ
Shares Held
29,905
-73.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
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, 2026LSV ASSET MANAGEMENT holds $476,133,973 across 7 Semiconductor Equipment & Materials names. LRCX ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
681,076 | $232,784,966 | |
| 2 | PLAB |
Photronics Inc
|
2,882,518 | $116,482,552 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
1,310,500 | $59,011,815 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
429,500 | $39,977,860 | |
| 5 | ACMR |
ACM Research, Inc.
|
545,307 | $21,457,830 | |
| 6 | LRCX |
Lam Research Corp
This page
|
29,905 | $6,389,502 | |
| 7 | KLAC |
Kla Corp
|
200 | $29,448 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,389,502 | 29,905 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,087,254 | 111,504 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,998,337 | 126,948 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,371,895 | 96,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,976,292 | 95,960 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,013,772 | 27,880 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||