Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$697,983,263
+$364,585,210 QoQ
Shares Held
1,610,743
+3.2% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#79
of 3,126 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026KBC Group NV holds $2,149,787,964 across 22 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,249,386 | $903,306,078 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,610,743 | $697,983,263 | |
| 3 | KLAC |
Kla Corp
|
931,319 | $280,988,254 | |
| 4 | TER |
Teradyne, Inc
|
370,310 | $179,170,789 | |
| 5 | Q |
Qnity Electronics, Inc.
|
434,399 | $70,941,700 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
48,462 | $6,482,277 | |
| 7 | ENTG |
Entegris Inc
|
24,193 | $4,351,352 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
23,827 | $2,054,602 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,983,263 | 1,610,743 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $333,398,053 | 1,560,414 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $166,846,406 | 974,684 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $189,954,154 | 1,418,627 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $82,645,456 | 849,039 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $58,211,107 | 800,703 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $99,031,807 | 1,371,062 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $111,367,988 | 136,467 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $183,819,730 | 172,625 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $161,556,545 | 166,284 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $124,655,828 | 159,150 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $67,409,739 | 107,551 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $59,631,692 | 92,760 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $55,213,587 | 104,153 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $28,070,155 | 66,786 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $11,997,480 | 32,780 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $14,002,436 | 32,858 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $41,433,065 | 77,069 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $128,583,300 | 178,799 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $40,605,437 | 71,344 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $42,544,067 | 65,382 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $39,459,649 | 66,292 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $30,800,504 | 65,218 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $26,602,037 | 80,187 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $29,769,964 | 92,036 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $16,870,320 | 70,293 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||