Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$653,131,698
+$384,302,582 QoQ
Shares Held
3,056,874
+94.6% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026TD Asset Management Inc holds $1,699,018,839 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,056,874 | $653,131,698 | |
| 2 | KLAC |
Kla Corp
|
373,087 | $549,337,029 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,099,739 | $375,879,792 | |
| 4 | ASML |
Asml Holding NV
|
30,714 | $40,567,972 | |
| 5 | TER |
Teradyne, Inc
|
101,942 | $30,221,725 | |
| 6 | ENTG |
Entegris Inc
|
229,498 | $26,906,345 | |
| 7 | Q |
Qnity Electronics, Inc.
|
100,962 | $11,648,994 | |
| 8 | NVMI |
Nova Ltd.
|
14,299 | $6,209,769 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $653,131,698 | 3,056,874 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,829,116 | 1,570,447 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $324,384,666 | 2,422,589 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $287,387,491 | 2,952,409 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $196,564,515 | 2,703,776 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $186,491,503 | 2,581,912 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||