Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,179,386,461
+$526,254,763 QoQ
Shares Held
2,721,682
-11.0% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#58
of 3,126 holders
Holding Since
Mar 2020
25 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, 2026TD Asset Management Inc holds $2,906,507,147 across 18 Semiconductor Equipment & Materials names. LRCX ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,721,682 | $1,179,386,461 | |
| 2 | KLAC |
Kla Corp
|
2,903,019 | $875,869,862 | |
| 3 | AMAT |
Applied Materials Inc /De
|
877,158 | $634,185,234 | |
| 4 | TER |
Teradyne, Inc
|
244,228 | $118,167,275 | |
| 5 | ENTG |
Entegris Inc
|
269,479 | $48,468,492 | |
| 6 | Q |
Qnity Electronics, Inc.
|
135,308 | $22,097,149 | |
| 7 | NVMI |
Nova Ltd.
|
14,726 | $7,995,334 | |
| 8 | ASML |
Asml Holding NV
|
3,390 | $6,744,201 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,386,461 | 2,721,682 | Shares | Sole | 2026-08-04 | |
| 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 | |
| 2024-06-30 | $338,627,624 | 318,005 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $333,074,598 | 342,821 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $240,530,529 | 307,089 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $135,028,821 | 215,436 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $140,641,695 | 218,775 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $124,717,620 | 235,263 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $110,379,605 | 262,621 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $49,916,178 | 136,383 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $57,231,944 | 134,300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $95,051,597 | 176,804 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $136,457,993 | 189,749 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $137,739,991 | 242,010 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $158,844,329 | 244,113 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $162,681,472 | 273,304 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $158,271,845 | 335,130 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $131,277,787 | 395,713 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $144,900,052 | 447,969 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $51,218,880 | 213,412 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||