Position in LRCX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$169,668,254
+$163,053,519 QoQ
Shares Held
794,104
+1955.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.66440164008745.ToString("F0")%
Shared 0.ToString("F0")%
None 0.33559835991255554.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026BESSEMER GROUP INC holds $906,684,327 across 19 Semiconductor Equipment & Materials names. LRCX ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,216,373 | $415,744,122 | |
| 2 | LRCX |
Lam Research Corp
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|
794,104 | $169,668,254 | |
| 3 | ASML |
Asml Holding NV
|
113,204 | $149,523,234 | |
| 4 | ENTG |
Entegris Inc
|
461,540 | $54,110,944 | |
| 5 | FORM |
Formfactor Inc
|
391,959 | $38,016,098 | |
| 6 | ONTO |
Onto Innovation Inc.
|
142,835 | $29,291,167 | |
| 7 | KLAC |
Kla Corp
|
180,279 | $26,544,456 | |
| 8 | Q |
Qnity Electronics, Inc.
|
54,122 | $6,244,593 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169,668,254 | 794,104 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $6,614,735 | 38,642 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,980,846 | 29,730 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,664,292 | 27,371 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $2,474,852 | 34,042 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $6,255,765 | 86,609 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||