Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$29,251,122
+$8,087,113 QoQ
Shares Held
136,905
+10.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $105,277,561 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
|
464,093 | $53,547,047 | |
| 2 | LRCX |
Lam Research Corp
This page
|
136,905 | $29,251,122 | |
| 3 | AMAT |
Applied Materials Inc /De
|
37,959 | $12,974,005 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
47,594 | $4,430,048 | |
| 5 | TER |
Teradyne, Inc
|
9,356 | $2,773,679 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
36,986 | $1,665,479 | |
| 7 | KLAC |
Kla Corp
|
2,706 | $398,433 | |
| 8 | ASML |
Asml Holding NV
|
180 | $237,748 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,251,122 | 136,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,164,009 | 123,636 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,492,060 | 123,167 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,981,385 | 123,088 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $9,407,960 | 129,408 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $9,988,252 | 138,284 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,226,811 | 15,033 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||