Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$219,417,945
+$203,796,836 QoQ
Shares Held
506,353
+592.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#198
of 3,114 holders
Holding Since
Dec 2023
11 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, 2026Rathbones Group PLC holds $261,107,288 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
506,353 | $219,417,945 | |
| 2 | AMAT |
Applied Materials Inc /De
|
52,782 | $38,161,386 | |
| 3 | KLAC |
Kla Corp
|
5,311 | $1,602,381 | |
| 4 | ASML |
Asml Holding NV
|
612 | $1,217,537 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,852 | $302,450 | |
| 6 | ENTG |
Entegris Inc
|
1,602 | $288,135 | |
| 7 | ATOM |
Atomera Inc
|
13,485 | $117,454 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,417,945 | 506,353 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $15,621,109 | 73,112 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,124,310 | 6,568 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $929,266 | 6,940 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,067 | 4,110 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $298,797 | 4,110 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $301,199 | 4,170 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $333,776 | 409 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $418,486 | 393 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $396,400 | 408 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $228,711 | 292 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||