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Equibles

VOYA INVESTMENT MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1068837 ATLANTA, GA
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,646,775,764
+$795,920,539 QoQ
Shares Held
3,800,281
-4.6% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#38
of 3,121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 56% None 44%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

VOYA INVESTMENT MANAGEMENT LLC holds $4,315,224,701 across 23 Semiconductor Equipment & Materials names. LRCX ranks #1 (38.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		3,800,281 $1,646,775,764
2 AMAT
Applied Materials Inc /De
 1,630,815 $1,179,079,245
3 ASML
Asml Holding NV
 302,369 $601,544,953
4 KLAC
Kla Corp
 1,444,818 $435,916,037
5 ONTO
Onto Innovation Inc.
 753,768 $285,263,499
6 Q
Qnity Electronics, Inc.
 370,444 $60,497,208
7 TER
Teradyne, Inc
 71,415 $34,553,433
8 ENTG
Entegris Inc
 150,926 $27,145,549

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,646,775,764 3,800,281
2026-03-31 $850,855,225 3,982,286
2025-12-31 $923,566,597 5,395,295
2025-09-30 $595,276,684 4,445,681
2025-06-30 $290,565,642 2,985,059
2025-03-31 $45,094,283 620,279
2024-12-31 $45,672,545 632,321
2024-09-30 $100,660,203 123,346
2024-06-30 $266,968,542 250,710
2024-03-31 $228,059,539 234,733
2023-12-31 $149,475,770 190,838
2023-09-30 $124,731,616 199,007
2023-06-30 $366,773,486 570,534
2023-03-31 $422,275,037 796,565
2022-12-31 $366,095,589 871,034
2022-09-30 $360,915,528 986,108
2022-06-30 $24,667,692 57,885
2022-03-31 $37,830,538 70,368
2021-12-31 $52,379,289 72,835
2021-09-30 $40,172,882 70,584
2021-06-30 $252,664,857 388,297
2021-03-31 $369,060,109 620,019
2020-12-31 $345,569,403 731,720
2020-09-30 $278,242,705 838,712
2020-06-30 $425,888,136 1,316,664
2020-03-31 $334,949,760 1,395,624