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Equibles

CANADA PENSION PLAN INVESTMENT BOARD

Pension

Position in LRCX — Lam Research Corp

CIK 1283718 TORONTO ONTARIO, A6
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,542,317,669
+$933,921,247 QoQ
Shares Held
3,559,222
+25.0% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#41
of 3,126 holders
Holding Since
Mar 2020
26 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

CANADA PENSION PLAN INVESTMENT BOARD holds $4,360,638,533 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 2,234,458 $1,615,513,134
2 LRCX
Lam Research Corp
This page 		3,559,222 $1,542,317,669
3 KLAC
Kla Corp
 3,266,340 $985,487,441
4 Q
Qnity Electronics, Inc.
 363,276 $59,326,603
5 NVMI
Nova Ltd.
 99,903 $54,241,334
6 TER
Teradyne, Inc
 67,039 $32,436,149
7 FORM
Formfactor Inc
 92,400 $14,777,532
8 AXTI
Axt Inc
 202,800 $14,617,824

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,542,317,669 3,559,222
2026-03-31 $608,396,422 2,847,498
2025-12-31 $480,423,688 2,806,541
2025-09-30 $448,170,932 3,347,057
2025-06-30 $210,923,125 2,166,870
2025-03-31 $196,227,696 2,699,143
2024-12-31 $117,132,212 1,621,656
2024-09-30 $133,220,979 163,245
2024-06-30 $447,361,587 420,117
2024-03-31 $400,113,900 411,822
2023-12-31 $242,744,022 309,915
2023-09-30 $188,702,270 301,071
2023-06-30 $93,748,916 145,831
2023-03-31 $70,274,827 132,564
2022-12-31 $57,776,119 137,464
2022-09-30 $89,839,824 245,464
2022-06-30 $63,926,761 150,010
2022-03-31 $209,243,188 389,210
2021-12-31 $359,682,153 500,149
2021-09-30 $275,353,062 483,797
2021-06-30 $189,185,168 290,741
2021-03-31 $23,469,122 39,428
2020-12-31 $18,926,220 40,075
2020-09-30 $27,861,028 83,982
2020-06-30 $28,137,785 86,990
2020-03-31 $25,053,600 104,390