Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$576,682,057
+$407,013,803 QoQ
Shares Held
1,330,815
+67.6% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#96
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, 2026BESSEMER GROUP INC holds $2,684,420,012 across 19 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,495,970 | $1,081,586,310 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,330,815 | $576,682,057 | |
| 3 | KLAC |
Kla Corp
|
1,806,465 | $545,028,551 | |
| 4 | ASML |
Asml Holding NV
|
109,376 | $217,596,974 | |
| 5 | ENTG |
Entegris Inc
|
461,497 | $83,004,844 | |
| 6 | FORM |
Formfactor Inc
|
414,090 | $66,225,410 | |
| 7 | ONTO |
Onto Innovation Inc.
|
124,323 | $47,047,389 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
95,004 | $17,998,504 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,682,057 | 1,330,815 | Shares | Defined | 2026-08-12 | |
| 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 | |
| 2024-09-30 | $59,701,961 | 73,157 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $111,137,326 | 104,369 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $116,822,545 | 120,241 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $124,561,835 | 159,030 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $107,525,523 | 171,555 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $125,801,270 | 195,690 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $107,472,814 | 202,733 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $85,482,291 | 203,384 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $70,598,472 | 192,892 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $66,276,550 | 155,524 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $100,949,175 | 187,774 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $137,772,599 | 191,577 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $107,866,443 | 189,522 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $122,879,489 | 188,842 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $102,223,540 | 171,735 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $81,277,193 | 172,099 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $821,412 | 2,476 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,985,720 | 6,139 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $250,080 | 1,042 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||