Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$608,144,853
+$270,056,323 QoQ
Shares Held
1,403,422
-11.3% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#92
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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,435,294,660 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
4,210,450 | $1,270,334,867 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,403,422 | $608,144,853 | |
| 3 | AMAT |
Applied Materials Inc /De
|
644,987 | $466,325,601 | |
| 4 | TER |
Teradyne, Inc
|
168,622 | $81,586,067 | |
| 5 | NVMI |
Nova Ltd.
|
6,236 | $3,385,773 | |
| 6 | Q |
Qnity Electronics, Inc.
|
16,687 | $2,725,152 | |
| 7 | ASML |
Asml Holding NV
|
723 | $1,438,363 | |
| 8 | ENTG |
Entegris Inc
|
7,528 | $1,353,984 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,144,853 | 1,403,422 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $338,088,530 | 1,582,367 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $289,121,991 | 1,688,994 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $102,550,394 | 765,873 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,332,622 | 876,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $159,052,185 | 2,187,788 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $302,118,526 | 370,207 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $307,099,544 | 288,397 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $123,557,471 | 127,173 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $105,960,977 | 135,282 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $87,592,360 | 139,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $77,418,341 | 120,428 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $61,362,977 | 115,753 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $55,998,668 | 133,235 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $56,336,916 | 153,926 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $75,737,506 | 177,725 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $82,801,615 | 154,018 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $57,974,276 | 80,615 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $53,641,248 | 94,248 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $105,639,842 | 162,348 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $75,458,574 | 126,770 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $58,182,246 | 123,197 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $52,288,112 | 157,613 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $34,698,524 | 107,273 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $33,423,120 | 139,263 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||