Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$490,809,069
+$87,189,739 QoQ
Shares Held
2,297,150
-2.6% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026RHUMBLINE ADVISERS holds $1,319,450,273 across 25 Semiconductor Equipment & Materials names. LRCX ranks #1 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,297,150 | $490,809,069 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,389,985 | $475,082,973 | |
| 3 | TER |
Teradyne, Inc
|
269,646 | $79,939,253 | |
| 4 | ENTG |
Entegris Inc
|
430,837 | $50,511,329 | |
| 5 | Q |
Qnity Electronics, Inc.
|
382,673 | $44,152,810 | |
| 6 | KLAC |
Kla Corp
|
250,998 | $36,957,196 | |
| 7 | ONTO |
Onto Innovation Inc.
|
134,070 | $27,493,734 | |
| 8 | FORM |
Formfactor Inc
|
204,980 | $19,881,010 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,809,069 | 2,297,150 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $403,619,330 | 2,357,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $328,882,368 | 2,456,179 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $249,377,195 | 2,561,919 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $188,716,114 | 2,595,820 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $183,327,613 | 2,538,109 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||