Position in LRCX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$611,014,398
+$46,524,383 QoQ
Shares Held
2,859,751
-13.3% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,812,438,024 across 21 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,859,751 | $611,014,398 | |
| 2 | ASML |
Asml Holding NV
|
413,700 | $546,427,371 | |
| 3 | AMAT |
Applied Materials Inc /De
|
997,693 | $341,001,490 | |
| 4 | ENTG |
Entegris Inc
|
914,092 | $107,168,146 | |
| 5 | KLAC |
Kla Corp
|
268,596 | $39,548,343 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
741,052 | $33,369,571 | |
| 7 | FORM |
Formfactor Inc
|
281,158 | $27,269,514 | |
| 8 | Q |
Qnity Electronics, Inc.
|
221,172 | $25,518,825 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||