Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,368,029,717
+$892,877,064 QoQ
Shares Held
5,464,726
-20.8% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
5.35%
of 13F equity value
Holder Rank
#32
of 3,126 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $3,977,292,452 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
5,464,726 | $2,368,029,717 | |
| 2 | KLAC |
Kla Corp
|
3,893,893 | $1,174,826,457 | |
| 3 | ASML |
Asml Holding NV
|
151,987 | $302,369,002 | |
| 4 | ONTO |
Onto Innovation Inc.
|
132,223 | $50,039,794 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
135,580 | $25,685,631 | |
| 6 | VECO |
Veeco Instruments Inc
|
318,646 | $24,153,366 | |
| 7 | ENTG |
Entegris Inc
|
72,607 | $13,059,095 | |
| 8 | AMAT |
Applied Materials Inc /De
|
15,644 | $11,310,612 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,368,029,717 | 5,464,726 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,475,152,653 | 6,904,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,599,519,614 | 9,344,080 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,316,774,072 | 9,834,011 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $942,021,477 | 9,677,640 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $624,735,381 | 8,593,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $584,894,342 | 8,097,665 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $660,860,767 | 809,799 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $817,398,027 | 767,618 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $719,756,544 | 740,818 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $494,439,141 | 631,258 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $464,041,078 | 740,369 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $502,169,446 | 781,149 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $418,800,631 | 790,011 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $321,669,880 | 765,334 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $276,628,656 | 755,816 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $320,468,209 | 752,008 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $407,892,771 | 758,715 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $517,529,825 | 719,641 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $404,198,377 | 710,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $425,592,937 | 654,054 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $388,394,695 | 652,501 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $318,677,406 | 674,778 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $225,745,259 | 680,468 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,505,612 | 17,021 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,861,040 | 24,421 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||