Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$338,088,530
+$48,966,539 QoQ
Shares Held
1,582,367
-6.3% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,271,293,441 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
428,583 | $631,049,893 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,582,367 | $338,088,530 | |
| 3 | AMAT |
Applied Materials Inc /De
|
646,497 | $220,966,206 | |
| 4 | ENTG |
Entegris Inc
|
423,828 | $49,689,593 | |
| 5 | TER |
Teradyne, Inc
|
84,255 | $24,978,236 | |
| 6 | NVMI |
Nova Ltd.
|
7,196 | $3,125,078 | |
| 7 | Q |
Qnity Electronics, Inc.
|
18,145 | $2,093,569 | |
| 8 | ASML |
Asml Holding NV
|
986 | $1,302,336 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||