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Equibles

BNP PARIBAS ARBITRAGE, SA

Position in LRCX — Lam Research Corp

CIK 1166588 NEW YORK, NY
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,243,453,434
+$759,115,700 QoQ
Shares Held
2,869,530
+26.6% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#54
of 3,121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Derivatives in LRCX

reported options exposure · as of Jun 30, 2026
CallValue
$502,634
CallShares
1,160
PutValue
$875,284
PutShares
2,020

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

BNP PARIBAS ARBITRAGE, SA holds $4,984,082,946 across 28 Semiconductor Equipment & Materials names. LRCX ranks #1 (24.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		2,869,530 $1,243,453,434
2 AMAT
Applied Materials Inc /De
 1,682,457 $1,216,416,411
3 KLAC
Kla Corp
 3,235,049 $976,046,633
4 ASML
Asml Holding NV
 342,594 $681,570,172
5 TER
Teradyne, Inc
 657,407 $318,079,802
6 Q
Qnity Electronics, Inc.
 1,356,618 $221,549,285
7 UCTT
Ultra Clean Holdings, Inc.
 373,497 $53,256,937
8 ENTG
Entegris Inc
 276,091 $49,657,727

All Filings in LRCX

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,243,453,434 2,869,530
2026-06-30 $502,634 1,160
2026-06-30 $875,284 2,020
2026-03-31 $619,806 2,901
2026-03-31 $484,337,734 2,266,862
2026-03-31 $865,715 4,052
2025-12-31 $606,131,604 3,540,902
2025-12-31 $860,152 5,025
2025-12-31 $2,431,241 14,203
2025-09-30 $2,016,516 15,060
2025-09-30 $824,274 6,156
2025-09-30 $362,377,453 2,706,329
2025-06-30 $1,810,020 18,595
2025-06-30 $520,263 5,345
2025-06-30 $415,444,394 4,267,972
2025-03-31 $378,457,079 5,205,737
2025-03-31 $318,704 4,384
2025-03-31 $919,349 12,646
2024-12-31 $435,248 6,026
2024-12-31 $242,395 3,356
2024-12-31 $397,877,221 5,508,476
2024-09-30 $227,681 279
2024-09-30 $338,668 415
2024-06-30 $590,403,952 554,448
2024-06-30 $214,028 201
2024-06-30 $311,996 293
2024-03-31 $499,380 514
2024-03-31 $332,270 342
2024-03-31 $499,581,294 514,200
2023-12-31 $606,226 774
2023-12-31 $1,416,900 1,809
2023-12-31 $281,873,341 359,872
2023-09-30 $272,639 435
2023-09-30 $789,719 1,260
2023-09-30 $138,808,244 221,466
2023-06-30 $147,981,871 230,193
2023-06-30 $284,781 443
2023-06-30 $743,781 1,157
2023-03-31 $204,623 386
2023-03-31 $604,860 1,141
2023-03-31 $94,235,721 177,763
2022-12-31 $460,644 1,096
2022-12-31 $40,559,370 96,501
2022-12-31 $954,071 2,270
2022-09-30 $203,862 557
2022-09-30 $557,418 1,523
2022-09-30 $55,926,630 152,805
2022-06-30 $95,461,009 224,008
2022-06-30 $680,549 1,597
2022-06-30 $167,046 392