Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$902,831,867
-$55,741,554 QoQ
Shares Held
4,225,554
-24.5% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026FIRST TRUST ADVISORS LP holds $3,125,539,088 across 20 Semiconductor Equipment & Materials names. LRCX ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,225,554 | $902,831,867 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,589,257 | $884,982,150 | |
| 3 | KLAC |
Kla Corp
|
565,850 | $833,163,198 | |
| 4 | ASML |
Asml Holding NV
|
170,546 | $225,262,273 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
1,793,537 | $80,762,971 | |
| 6 | TER |
Teradyne, Inc
|
137,967 | $40,901,696 | |
| 7 | ENTG |
Entegris Inc
|
315,089 | $36,941,034 | |
| 8 | ONTO |
Onto Innovation Inc.
|
161,953 | $33,211,701 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,831,867 | 4,225,554 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $958,573,421 | 5,599,798 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $644,047,484 | 4,809,914 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,059,612 | 3,842,815 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $233,181,542 | 3,207,449 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $438,412,841 | 6,069,678 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||