Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$94,983,832
-$9,871,961 QoQ
Shares Held
444,556
-27.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026CREDIT AGRICOLE S A holds $452,752,049 across 14 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
883,250 | $301,886,014 | |
| 2 | LRCX |
Lam Research Corp
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|
444,556 | $94,983,832 | |
| 3 | ONTO |
Onto Innovation Inc.
|
54,391 | $11,153,962 | |
| 4 | ASML |
Asml Holding NV
|
5,548 | $7,327,963 | |
| 5 | Q |
Qnity Electronics, Inc.
|
61,399 | $7,084,215 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
151,468 | $6,820,604 | |
| 7 | KLAC |
Kla Corp
|
40,507 | $5,964,289 | |
| 8 | NVMI |
Nova Ltd.
|
12,042 | $5,229,599 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,983,832 | 444,556 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $104,855,793 | 612,547 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $71,599,943 | 534,727 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $20,535,932 | 282,475 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $68,930,966 | 954,326 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||