Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,958,654
+$84,022,108 QoQ
Shares Held
553,755
-24.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#184
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,386,279,267 across 19 Semiconductor Equipment & Materials names. LRCX ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,427,234 | $732,320,769 | |
| 2 | ASML |
Asml Holding NV
|
286,185 | $569,347,857 | |
| 3 | AMAT |
Applied Materials Inc /De
|
515,888 | $372,987,024 | |
| 4 | TER |
Teradyne, Inc
|
496,498 | $240,225,592 | |
| 5 | LRCX |
Lam Research Corp
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|
553,755 | $239,958,654 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,427,735 | $167,501,870 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,428 | $10,758,576 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
64,312 | $8,602,373 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,958,654 | 553,755 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $155,936,546 | 729,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,417,645 | 592,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,746,817 | 252,030 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,104,551 | 227,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,519,329 | 227,226 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,535,467 | 187,394 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,557,993 | 31,318 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,312,773 | 40,675 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,494,204 | 29,328 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $22,869,625 | 29,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,907,165 | 33,357 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $892,931 | 1,389 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $847,660 | 1,599 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $770,829 | 1,834 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $710,406 | 1,941 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $857,413 | 2,012 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,216,610 | 2,263 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,270,343 | 26,796 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $20,998,219 | 36,894 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $55,858,690 | 85,844 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,136,918 | 6,950 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,248,476 | 4,761 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,401,100 | 10,252 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,157,473 | 49,952 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,847,440 | 53,531 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||