Guinness Asset Management LTD

Position in LRCX — Lam Research Corp

CIK 1409661 LONDON, X0

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$67,502,414

+$22,698,126 QoQ

Shares Held

155,776

-25.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#355

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Guinness Asset Management LTD holds $210,385,214 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	250,753	$75,654,687
2	LRCX	Lam Research Corp This page	155,776	$67,502,414
3	AMAT	Applied Materials Inc /De	90,796	$65,645,508
4	TER	Teradyne, Inc	1,726	$835,107
5	ENTG	Entegris Inc	4,156	$747,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,502,414	155,776	-25.7%	Shares	Sole	2026-07-29
2026-03-31	$44,804,288	209,699	-39.8%	Shares	Sole	2026-04-21
2025-12-31	$59,590,325	348,115	-17.5%	Shares	Sole	2026-02-09
2025-09-30	$56,520,796	422,112	-15.1%	Shares	Sole	2025-11-05
2025-06-30	$48,419,154	497,423	-2.0%	Shares	Sole	2025-08-01
2025-03-31	$36,904,119	507,622	+5.3%	Shares	Sole	2025-05-13
2024-12-31	$34,826,127	482,156	+1129.8%	Shares	Sole	2025-01-16
2024-09-30	$31,996,048	39,207	-11.9%	Shares	Sole	2024-10-10
2024-06-30	$47,376,241	44,491	-8.2%	Shares	Sole	2024-07-11
2024-03-31	$47,075,481	48,453	+9.2%	Shares	Sole	2024-04-11
2023-12-31	$34,754,812	44,372	+0.8%	Shares	Sole	2024-02-12
2023-09-30	$27,602,324	44,039	+5.9%	Shares	Sole	2023-11-06
2023-06-30	$26,724,333	41,571	+7.1%	Shares	Sole	2023-07-24
2023-03-31	$20,578,198	38,818	+0.1%	Shares	Sole	2023-04-10
2022-12-31	$16,296,712	38,774	+1.1%	Shares	Sole	2023-02-02
2022-09-30	$14,035,734	38,349	-1.9%	Shares	Sole	2022-10-24
2022-06-30	$16,660,334	39,095	-8.1%	Shares	Sole	2022-09-06
2022-03-31	$22,867,241	42,535	+2.3%	Shares	Sole	2022-04-13
2021-12-31	$29,915,920	41,599	+5.1%	Shares	Sole	2022-01-19
2021-09-30	$22,517,850	39,564	+10.9%	Shares	Sole	2021-12-07
2021-06-30	$23,210,469	35,670	+1.7%	Shares	Sole	2021-08-03
2021-03-31	$20,881,019	35,080	+11.2%	Shares	Sole	2021-04-21
2020-12-31	$14,900,118	31,550	-8.2%	Shares	Sole	2021-01-25
2020-09-30	$11,398,930	34,360	0.0%	Shares	Sole	2020-10-27
2020-06-30	$11,114,085	34,360	+7.4%	Shares	Sole	2020-07-28
2020-03-31	$7,680,000	32,000	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.