Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$100,634,825
+$72,540,458 QoQ
Shares Held
232,236
+76.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#301
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, 2026GATEWAY INVESTMENT ADVISERS LLC holds $169,230,897 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
232,236 | $100,634,825 | |
| 2 | TER |
Teradyne, Inc
|
67,527 | $32,672,263 | |
| 3 | AMAT |
Applied Materials Inc /De
|
24,165 | $17,471,295 | |
| 4 | KLAC |
Kla Corp
|
46,946 | $14,164,077 | |
| 5 | ENTG |
Entegris Inc
|
12,948 | $2,328,827 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
8,168 | $704,326 | |
| 7 | ASML |
Asml Holding NV
|
296 | $588,874 | |
| 8 | ONTO |
Onto Innovation Inc.
|
941 | $356,121 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,634,825 | 232,236 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $28,094,367 | 131,491 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,646,775 | 103,089 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,625,594 | 116,696 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,742,805 | 120,637 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,105,686 | 111,495 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,901,456 | 109,393 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,909,961 | 10,918 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,770,851 | 11,054 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,075,180 | 10,370 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,215,614 | 10,489 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,627,465 | 10,574 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,872,816 | 10,691 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,756,042 | 10,858 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $5,173,472 | 12,309 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,475,082 | 12,227 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,235,678 | 12,286 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,369,065 | 11,847 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $8,818,217 | 12,262 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $7,537,253 | 13,243 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $8,628,932 | 13,261 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,179,192 | 13,741 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,955,120 | 14,727 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $4,951,368 | 14,925 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,087,378 | 15,728 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,545,120 | 18,938 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||