Position in LRCX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$95,649,171
+$14,120,418 QoQ
Shares Held
447,670
-6.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 42.15761610114593.ToString("F0")%
Shared 0.ToString("F0")%
None 57.84238389885407.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Boston Partners holds $1,360,317,341 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,728,418 | $932,545,986 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,015,675 | $117,188,580 | |
| 3 | LRCX |
Lam Research Corp
This page
|
447,670 | $95,649,171 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
1,468,878 | $91,334,832 | |
| 5 | ONTO |
Onto Innovation Inc.
|
181,593 | $37,239,275 | |
| 6 | PLAB |
Photronics Inc
|
785,239 | $31,731,507 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
340,275 | $31,672,796 | |
| 8 | VECO |
Veeco Instruments Inc
|
431,918 | $14,624,742 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||