Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,282,187,503
+$671,173,105 QoQ
Shares Held
2,958,917
+3.5% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#53
of 3,121 holders
Holding Since
Mar 2020
25 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,062,583,321 across 23 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,958,917 | $1,282,187,503 | |
| 2 | ASML |
Asml Holding NV
|
440,721 | $876,787,942 | |
| 3 | KLAC |
Kla Corp
|
2,584,919 | $779,895,911 | |
| 4 | AMAT |
Applied Materials Inc /De
|
987,556 | $714,002,988 | |
| 5 | ENTG |
Entegris Inc
|
929,814 | $167,236,346 | |
| 6 | TER |
Teradyne, Inc
|
99,122 | $47,959,188 | |
| 7 | FORM |
Formfactor Inc
|
220,319 | $35,235,617 | |
| 8 | Q |
Qnity Electronics, Inc.
|
206,662 | $33,749,971 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,187,503 | 2,958,917 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $611,014,398 | 2,859,751 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $564,490,015 | 3,297,640 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $484,822,308 | 3,620,779 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $340,243,696 | 3,495,415 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $226,629,527 | 3,117,325 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $207,323,935 | 2,870,330 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $279,511,411 | 262,489 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $265,303,705 | 273,067 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $229,643,216 | 293,189 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $190,453,466 | 303,865 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $239,569,493 | 372,662 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $169,076,551 | 3,507,601 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $131,812,804 | 313,616 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $62,365,302 | 170,397 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $76,213,944 | 178,843 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $97,381,600 | 181,138 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $131,334,768 | 182,625 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $98,925,668 | 173,813 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $98,629,852 | 151,575 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $84,919,319 | 142,664 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $71,524,819 | 151,449 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $47,761,052 | 143,967 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $44,586,373 | 137,842 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $25,246,800 | 105,195 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||