Position in LRCX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$333,398,053
+$166,551,647 QoQ
Shares Held
1,560,414
+60.1% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026KBC Group NV holds $665,083,906 across 21 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,560,414 | $333,398,053 | |
| 2 | AMAT |
Applied Materials Inc /De
|
359,763 | $122,963,394 | |
| 3 | TER |
Teradyne, Inc
|
348,553 | $103,332,022 | |
| 4 | KLAC |
Kla Corp
|
61,393 | $90,395,665 | |
| 5 | Q |
Qnity Electronics, Inc.
|
69,998 | $8,076,368 | |
| 6 | ENTG |
Entegris Inc
|
25,331 | $2,969,806 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
28,529 | $1,284,660 | |
| 8 | AMBA |
Ambarella Inc
|
21,795 | $1,122,006 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||