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JUPITER ASSET MANAGEMENT LTD

Position in LRCX — Lam Research Corp

CIK 1215838 London, X0

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$68,595,705
+$20,536,949 QoQ
Shares Held
158,299
-29.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#353
of 3,103 holders
Holding Since
Jun 2020
17 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 Jun 30, 2026

JUPITER ASSET MANAGEMENT LTD holds $149,441,382 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (45.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page
158,299 $68,595,705

All Filings in LRCX

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $68,595,705 158,299
2026-03-31 $48,058,756 224,931
2025-12-31 $68,278,223 398,868
2025-09-30 $88,341,863 659,760
2025-06-30 $74,595,437 766,339
2025-03-31 $5,197,395 71,491
2024-06-30 $83,733,414 78,634
2024-03-31 $58,850,909 60,573
2023-12-31 $56,122,145 71,652
2023-09-30 $42,578,365 67,933
2022-03-31 $223,645 416
2021-12-31 $593,298 825
2021-06-30 $593,438 912
2021-03-31 $37,719,167 63,368
2020-12-31 $23,843,494 50,487
2020-09-30 $22,166,870 66,818
2020-06-30 $3,138,531 9,703