Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$271,446,144
+$144,116,538 QoQ
Shares Held
626,419
+5.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#168
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NOMURA ASSET MANAGEMENT CO LTD holds $2,018,057,166 across 14 Semiconductor Equipment & Materials names. LRCX ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,269,847 | $918,099,381 | |
| 2 | KLAC |
Kla Corp
|
1,560,604 | $470,849,832 | |
| 3 | TER |
Teradyne, Inc
|
600,300 | $290,449,151 | |
| 4 | LRCX |
Lam Research Corp
This page
|
626,419 | $271,446,144 | |
| 5 | FORM |
Formfactor Inc
|
224,980 | $35,981,051 | |
| 6 | Q |
Qnity Electronics, Inc.
|
95,601 | $15,612,598 | |
| 7 | ENTG |
Entegris Inc
|
47,578 | $8,557,379 | |
| 8 | ASML |
Asml Holding NV
|
3,440 | $6,843,673 |
All Filings in LRCX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,446,144 | 626,419 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $127,329,606 | 595,945 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $94,855,801 | 554,129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $70,836,446 | 529,025 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,167,604 | 618,118 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,047,766 | 605,884 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $41,785,776 | 578,510 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $152,586,558 | 186,975 | Principal | Sole | 2024-11-15 | |
| 2024-09-30 | $2,246,668 | 2,753 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $120,302,493 | 112,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $98,150,916 | 101,023 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $73,830,087 | 94,260 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $57,568,197 | 91,849 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $124,171,621 | 193,155 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $95,214,852 | 179,610 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $61,672,719 | 146,735 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $49,893,852 | 136,322 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $1,022,760 | 141,968 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $74,176,202 | 137,974 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $98,174,762 | 136,515 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $76,604,175 | 134,594 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $84,358,700 | 129,643 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $66,087,115 | 111,026 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $43,657,583 | 92,442 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $17,099,390 | 51,543 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,644,281 | 51,457 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,259,120 | 46,913 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||