Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$155,936,546
+$54,518,901 QoQ
Shares Held
729,835
+23.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 56.75501997026725.ToString("F0")%
Shared 0.ToString("F0")%
None 43.24498002973275.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $1,667,974,036 across 17 Semiconductor Equipment & Materials names. LRCX ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
339,642 | $448,609,342 | |
| 2 | KLAC |
Kla Corp
|
292,532 | $430,727,041 | |
| 3 | TER |
Teradyne, Inc
|
830,964 | $246,347,587 | |
| 4 | AMAT |
Applied Materials Inc /De
|
544,306 | $186,038,346 | |
| 5 | IPGP |
Ipg Photonics Corp
|
1,374,460 | $157,499,371 | |
| 6 | LRCX |
Lam Research Corp
This page
|
729,835 | $155,936,546 | |
| 7 | NVMI |
Nova Ltd.
|
42,165 | $18,311,416 | |
| 8 | ONTO |
Onto Innovation Inc.
|
48,728 | $9,992,650 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||