Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$513,808,047
+$266,364,128 QoQ
Shares Held
1,185,720
+2.4% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#101
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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,493,293,903 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,185,720 | $513,808,047 | |
| 2 | AMAT |
Applied Materials Inc /De
|
567,726 | $410,465,898 | |
| 3 | KLAC |
Kla Corp
|
914,840 | $276,016,376 | |
| 4 | ASML |
Asml Holding NV
|
75,000 | $149,207,992 | |
| 5 | TER |
Teradyne, Inc
|
139,524 | $67,507,292 | |
| 6 | Q |
Qnity Electronics, Inc.
|
161,600 | $26,390,896 | |
| 7 | FORM |
Formfactor Inc
|
150,000 | $23,989,500 | |
| 8 | NVMI |
Nova Ltd.
|
30,000 | $16,288,200 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,808,047 | 1,185,720 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $247,443,919 | 1,158,120 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,099,511 | 1,291,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $187,101,148 | 1,397,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $137,046,932 | 1,407,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $102,653,854 | 1,412,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $99,758,297 | 1,381,120 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $113,480,820 | 139,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $156,060,156 | 146,556 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $144,624,023 | 148,856 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $151,291,368 | 193,156 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $108,921,970 | 173,783 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $152,089,747 | 236,583 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $125,952,801 | 237,593 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $128,101,135 | 304,785 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $74,365,710 | 203,185 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $122,207,035 | 286,770 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $203,469,256 | 378,470 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $210,617,460 | 292,870 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $130,944,340 | 230,070 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $174,563,289 | 268,270 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $155,935,022 | 261,970 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $128,915,541 | 272,970 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $105,320,672 | 317,470 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $112,856,487 | 348,904 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $91,752,960 | 382,304 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||