Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$127,329,606
+$32,473,805 QoQ
Shares Held
595,945
+7.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98.44981852506747.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5501814749325284.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $988,922,839 across 14 Semiconductor Equipment & Materials names. LRCX ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,197,178 | $409,183,467 | |
| 2 | KLAC |
Kla Corp
|
203,799 | $300,075,684 | |
| 3 | LRCX |
Lam Research Corp
This page
|
595,945 | $127,329,606 | |
| 4 | TER |
Teradyne, Inc
|
320,119 | $94,902,478 | |
| 5 | Q |
Qnity Electronics, Inc.
|
208,770 | $24,087,881 | |
| 6 | FORM |
Formfactor Inc
|
239,900 | $23,267,901 | |
| 7 | ENTG |
Entegris Inc
|
47,590 | $5,579,451 | |
| 8 | ASML |
Asml Holding NV
|
3,264 | $4,311,189 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||