Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$850,855,225
-$72,711,372 QoQ
Shares Held
3,982,286
-26.2% QoQ
Ownership
0.318%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 59%
None 41%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026VOYA INVESTMENT MANAGEMENT LLC holds $2,221,265,878 across 21 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,982,286 | $850,855,225 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,869,811 | $639,082,701 | |
| 3 | ASML |
Asml Holding NV
|
335,059 | $442,555,978 | |
| 4 | ONTO |
Onto Innovation Inc.
|
917,155 | $188,080,975 | |
| 5 | Q |
Qnity Electronics, Inc.
|
373,510 | $43,095,583 | |
| 6 | KLAC |
Kla Corp
|
158,328 | $23,312,372 | |
| 7 | TER |
Teradyne, Inc
|
30,909 | $9,163,281 | |
| 8 | PLAB |
Photronics Inc
|
148,202 | $5,988,841 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $850,855,225 | 3,982,286 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $923,566,597 | 5,395,295 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $595,276,684 | 4,445,681 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $290,565,642 | 2,985,059 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,094,283 | 620,279 | Shares | Defined | 2025-06-18 | |
| 2024-12-31 | $45,672,545 | 632,321 | Shares | Defined | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||