Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,742,397
+$1,508,022 QoQ
Shares Held
36,237
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 90.68907470265198.ToString("F0")%
Shared 0.ToString("F0")%
None 9.310925297348014.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026BROWN ADVISORY INC holds $589,270,064 across 9 Semiconductor Equipment & Materials names. LRCX ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
330,565 | $436,620,168 | |
| 2 | ENTG |
Entegris Inc
|
617,806 | $72,431,574 | |
| 3 | AMAT |
Applied Materials Inc /De
|
103,484 | $35,369,794 | |
| 4 | Q |
Qnity Electronics, Inc.
|
172,783 | $19,935,702 | |
| 5 | KLAC |
Kla Corp
|
95,741 | $14,096,998 | |
| 6 | LRCX |
Lam Research Corp
This page
|
36,237 | $7,742,397 | |
| 7 | TER |
Teradyne, Inc
|
7,207 | $2,136,587 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,706 | $554,919 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,742,397 | 36,237 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,234,375 | 36,420 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,657,845 | 34,786 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,405,244 | 34,983 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,516,365 | 34,613 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,569,509 | 35,574 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||