Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,515,688,348
+$1,738,813,895 QoQ
Shares Held
35,175,926
+4.2% QoQ
Ownership
2.81%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.88271524109985.ToString("F0")%
Shared 0.ToString("F0")%
None 0.11728475890016371.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $19,194,167,753 across 29 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
35,175,926 | $7,515,688,348 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,921,798 | $7,492,651,338 | |
| 3 | TER |
Teradyne, Inc
|
4,368,680 | $1,295,138,872 | |
| 4 | Q |
Qnity Electronics, Inc.
|
5,484,733 | $632,828,493 | |
| 5 | KLAC |
Kla Corp
|
3,672,914 | $540,803,530 | |
| 6 | ENTG |
Entegris Inc
|
2,974,080 | $348,681,139 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,211,014 | $248,342,640 | |
| 8 | FORM |
Formfactor Inc
|
2,187,865 | $212,201,025 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,515,688,348 | 35,175,926 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,776,874,453 | 33,747,368 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,501,819,094 | 33,620,755 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,290,358,322 | 33,802,736 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,374,914,962 | 32,667,331 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,270,045,162 | 31,428,010 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||