Position in LRCX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,979,565,453
+$424,576,778 QoQ
Shares Held
9,265,026
+2.0% QoQ
Ownership
0.740%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $4,659,556,635 across 23 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
9,265,026 | $1,979,565,453 | |
| 2 | KLAC |
Kla Corp
|
12,406,780 | $1,826,786,690 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,388,708 | $474,646,507 | |
| 4 | TER |
Teradyne, Inc
|
486,919 | $144,352,005 | |
| 5 | ENTG |
Entegris Inc
|
446,888 | $52,393,147 | |
| 6 | ACMR |
ACM Research, Inc.
|
1,085,634 | $42,719,697 | |
| 7 | Q |
Qnity Electronics, Inc.
|
341,662 | $39,420,959 | |
| 8 | NVMI |
Nova Ltd.
|
80,609 | $35,006,875 |
All Filings in LRCX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,979,565,453 | 9,265,026 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,554,988,675 | 9,083,939 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,153,324,884 | 8,613,330 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $722,435,283 | 7,421,772 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $537,347,217 | 7,391,296 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $792,216,829 | 10,967,975 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $1,946,315,788 | 1,827,784 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,893,899,857 | 1,949,319 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,748,989,026 | 2,232,961 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,561,342,980 | 2,491,094 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,631,190,387 | 2,537,396 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,379,796,862 | 2,602,801 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,091,245,900 | 2,596,350 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $980,246,088 | 2,678,268 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $1,171,763,769 | 2,749,651 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,585,393,607 | 2,948,966 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,273,451,052 | 3,161,303 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,840,942,425 | 3,234,547 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $2,284,059,810 | 3,510,158 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,324,583,033 | 3,905,287 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,105,450,500 | 4,458,150 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,642,048,378 | 4,949,656 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,686,529,496 | 5,214,028 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,058,787,120 | 4,411,613 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||