Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$273,229,298
+$130,352,079 QoQ
Shares Held
630,534
-5.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#166
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026Asset Management One Co., Ltd. holds $809,846,842 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
630,534 | $273,229,298 | |
| 2 | AMAT |
Applied Materials Inc /De
|
370,282 | $267,713,886 | |
| 3 | KLAC |
Kla Corp
|
698,179 | $210,647,586 | |
| 4 | TER |
Teradyne, Inc
|
67,867 | $32,836,769 | |
| 5 | Q |
Qnity Electronics, Inc.
|
89,920 | $14,684,835 | |
| 6 | ENTG |
Entegris Inc
|
57,534 | $10,348,065 | |
| 7 | IPGP |
Ipg Photonics Corp
|
2,734 | $320,752 | |
| 8 | ASML |
Asml Holding NV
|
33 | $65,651 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,229,298 | 630,534 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $142,877,219 | 668,713 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $112,083,186 | 654,768 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $80,157,494 | 598,637 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $53,798,941 | 552,691 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $39,419,030 | 542,215 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $36,819,459 | 509,753 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $44,133,606 | 54,080 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $65,694,855 | 61,694 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $62,264,035 | 64,086 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $51,212,671 | 65,384 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $39,242,069 | 62,610 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $39,467,103 | 61,393 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $31,396,357 | 59,225 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $24,341,674 | 57,915 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $22,342,104 | 61,044 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $25,102,365 | 58,905 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $34,529,077 | 64,227 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $48,647,620 | 67,646 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $38,858,716 | 68,275 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $44,401,815 | 68,237 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $43,353,114 | 72,833 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,330,786 | 76,928 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $26,282,562 | 79,224 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $26,812,246 | 82,892 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,999,520 | 87,498 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||