Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$65,706,693
-$29,942,478 QoQ
Shares Held
151,632
-66.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#363
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Boston Partners holds $2,530,530,346 across 10 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,636,446 | $1,906,150,458 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
1,360,211 | $193,952,485 | |
| 3 | Q |
Qnity Electronics, Inc.
|
807,514 | $131,875,109 | |
| 4 | LRCX |
Lam Research Corp
This page
|
151,632 | $65,706,693 | |
| 5 | ONTO |
Onto Innovation Inc.
|
168,339 | $63,707,893 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
303,929 | $57,579,348 | |
| 7 | KLAC |
Kla Corp
|
181,410 | $54,733,210 | |
| 8 | VECO |
Veeco Instruments Inc
|
460,965 | $34,941,145 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,706,693 | 151,632 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $95,649,171 | 447,670 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $81,528,753 | 476,275 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $88,689,199 | 662,354 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $312,021,227 | 3,205,478 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $170,871,316 | 2,350,362 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,684,475 | 23,321 | Shares | Other | 2025-02-11 | |
| 2024-09-30 | $61,205,998 | 75,000 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $243,060,529 | 228,258 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $253,426,261 | 260,842 | Shares | Defined | 2024-05-28 | |
| 2023-12-31 | $254,187,450 | 324,525 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $217,953,625 | 347,741 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $257,877,501 | 401,141 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $218,648,522 | 412,451 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $176,116,206 | 419,025 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $124,926,414 | 341,329 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $167,853,665 | 393,884 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $149,150,215 | 277,432 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $199,909,316 | 277,980 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $255,555,178 | 449,012 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $293,010,207 | 450,300 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $331,755,227 | 557,347 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $526,264,155 | 1,114,329 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $428,385,125 | 1,291,289 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $414,046,265 | 1,280,054 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $300,570,000 | 1,252,375 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||