CI INVESTMENTS INC.

Position in LRCX — Lam Research Corp

CIK 1163648 TORONTO, Z4

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$271,677,976

+$188,902,674 QoQ

Shares Held

626,954

+61.8% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#167

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CI INVESTMENTS INC. holds $764,070,884 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	390,360	$282,230,280
2	LRCX	Lam Research Corp This page	626,954	$271,677,976
3	KLAC	Kla Corp	326,989	$98,655,851
4	ASML	Asml Holding NV	27,884	$55,473,542
5	ONTO	Onto Innovation Inc.	100,171	$37,909,714
6	TER	Teradyne, Inc	22,869	$11,064,936
7	UCTT	Ultra Clean Holdings, Inc.	43,135	$6,150,619
8	Q	Qnity Electronics, Inc.	3,208	$523,898

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,677,976	626,954	+61.8%	Shares	Sole	2026-08-13
2026-03-31	$82,775,302	387,416	-14.7%	Shares	Sole	2026-05-13
2025-12-31	$77,780,083	454,376	+22.7%	Shares	Sole	2026-02-12
2025-09-30	$49,596,827	370,402	+54.6%	Shares	Sole	2025-11-12
2025-06-30	$23,318,770	239,560	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$17,391,512	239,223	-18.4%	Shares	Sole	2025-05-13
2024-12-31	$21,163,534	293,002	+427.4%	Shares	Sole	2025-02-12
2024-09-30	$45,338,139	55,556	+16.2%	Shares	Sole	2024-11-12
2024-06-30	$50,908,348	47,808	+1.5%	Shares	Sole	2024-08-12
2024-03-31	$45,772,605	47,112	-4.2%	Shares	Sole	2024-05-13
2023-12-31	$38,537,175	49,201	-7.1%	Shares	Sole	2024-02-12
2023-09-30	$33,193,112	52,959	-2.0%	Shares	Sole	2023-11-13
2023-06-30	$34,729,868	54,024	-17.7%	Shares	Sole	2023-08-11
2023-03-31	$34,779,052	65,606	-4.5%	Shares	Sole	2023-05-12
2022-12-31	$28,879,653	68,712	-8.0%	Shares	Sole	2023-02-10
2022-09-30	$27,327,390	74,665	+4.3%	Shares	Sole	2022-11-14
2022-06-30	$30,505,947	71,585	+6.3%	Shares	Sole	2022-08-12
2022-03-31	$36,208,033	67,350	-37.9%	Shares	Sole	2022-05-12
2021-12-31	$77,950,825	108,393	+7.7%	Shares	Sole	2022-02-11
2021-09-30	$57,271,287	100,626	+1.8%	Shares	Sole	2021-11-12
2021-06-30	$64,341,866	98,881	+195.4%	Shares	Sole	2021-08-13
2021-03-31	$19,923,873	33,472	+79.0%	Shares	Sole	2021-05-13
2020-12-31	$8,830,032	18,697	+8.3%	Shares	Sole	2021-02-09
2020-09-30	$5,727,995	17,266	+4.0%	Shares	Sole	2020-11-09
2020-06-30	$5,372,347	16,609	+736.7%	Shares	Sole	2020-08-07
2020-03-31	$476,400	1,985	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.