Position in LRCX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$316,781,289
+$76,933,117 QoQ
Shares Held
1,482,642
+5.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LPL Financial LLC holds $1,232,513,224 across 27 Semiconductor Equipment & Materials names. LRCX ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,482,642 | $316,781,289 | |
| 2 | AMAT |
Applied Materials Inc /De
|
863,800 | $295,238,202 | |
| 3 | ASML |
Asml Holding NV
|
214,630 | $283,489,742 | |
| 4 | KLAC |
Kla Corp
|
128,766 | $189,596,346 | |
| 5 | TER |
Teradyne, Inc
|
130,840 | $38,788,826 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
848,249 | $38,196,652 | |
| 7 | Q |
Qnity Electronics, Inc.
|
201,496 | $23,248,608 | |
| 8 | ENTG |
Entegris Inc
|
86,634 | $10,156,970 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $316,781,289 | 1,482,642 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $239,848,172 | 1,401,146 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $179,112,138 | 1,337,656 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $126,688,107 | 1,301,501 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $84,019,898 | 1,155,707 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $79,772,762 | 1,104,427 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||