Sumitomo Mitsui DS Asset Management Company, Ltd
Position in LRCX — Lam Research Corp
CIK 1411530
TOKYO, M0
Position in LRCX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$78,049,666
+$40,152,792 QoQ
Shares Held
180,116
+1.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#333
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $259,369,416 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
116,721 | $84,389,283 | |
| 2 | LRCX |
Lam Research Corp
This page
|
180,116 | $78,049,666 | |
| 3 | KLAC |
Kla Corp
|
256,045 | $77,251,336 | |
| 4 | TER |
Teradyne, Inc
|
24,544 | $11,875,368 | |
| 5 | Q |
Qnity Electronics, Inc.
|
28,832 | $4,708,553 | |
| 6 | ENTG |
Entegris Inc
|
17,209 | $3,095,210 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,049,666 | 180,116 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $37,896,874 | 177,370 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $28,847,082 | 168,519 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,821,415 | 162,968 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $15,095,292 | 155,078 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,074,318 | 152,329 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $10,462,154 | 144,845 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,178,663 | 13,698 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $14,304,130 | 13,433 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,473,015 | 12,838 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,611,383 | 12,271 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,626,537 | 12,168 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,506,676 | 11,677 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,837,681 | 11,012 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,576,226 | 10,888 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,727,344 | 10,184 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,119,592 | 9,667 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,955,151 | 9,217 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,634,877 | 9,226 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,971,525 | 8,735 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,767,154 | 8,863 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,492,874 | 9,228 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,352,912 | 9,217 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,064,706 | 9,238 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,952,219 | 9,127 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,197,920 | 9,158 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||