Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$488,070,845
+$249,557,060 QoQ
Shares Held
1,126,326
+0.9% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#105
of 3,119 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, 2026AVIVA PLC holds $1,564,071,280 across 10 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
850,706 | $615,060,438 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,126,326 | $488,070,845 | |
| 3 | KLAC |
Kla Corp
|
1,151,658 | $347,466,735 | |
| 4 | TER |
Teradyne, Inc
|
136,843 | $66,210,117 | |
| 5 | Q |
Qnity Electronics, Inc.
|
175,229 | $28,616,647 | |
| 6 | ENTG |
Entegris Inc
|
74,658 | $13,427,987 | |
| 7 | DQ |
Daqo New Energy Corp.
|
316,006 | $4,231,320 | |
| 8 | PLAB |
Photronics Inc
|
12,121 | $394,296 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,070,845 | 1,126,326 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $238,513,785 | 1,116,324 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $185,620,060 | 1,084,356 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $137,734,896 | 1,028,640 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $94,151,628 | 967,245 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $72,911,775 | 1,002,913 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $62,295,124 | 862,455 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $71,707,317 | 87,868 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $91,362,000 | 85,798 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $67,361,862 | 69,333 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,646,929 | 72,322 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $45,299,801 | 72,275 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $59,271,049 | 92,199 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $32,089,753 | 60,533 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,327,804 | 57,882 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,880,022 | 54,317 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,215,103 | 45,090 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $22,684,991 | 42,196 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,454,520 | 45,129 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $24,809,248 | 43,590 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,756,762 | 48,804 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $28,398,305 | 47,709 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,829,059 | 48,339 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $15,530,876 | 46,815 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,558,749 | 48,101 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,174,960 | 50,729 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||