Position in LRCX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,362,666
-$47,290,766 QoQ
Shares Held
40,068
-93.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#666
of 3,103 holders
Holding Since
Mar 2020
19 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, 2026Ninety One UK Ltd holds $75,860,026 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.9% of the industry book) .
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,362,666 | 40,068 | Shares | Sole | 2026-07-16 | |
| 2024-06-30 | $64,653,432 | 60,716 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $46,108,769 | 47,458 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $37,136,706 | 47,413 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $45,181,968 | 72,087 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $68,975,663 | 107,295 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $76,356,364 | 144,036 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $75,005,897 | 178,458 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $65,434,578 | 178,783 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,394,103 | 223,851 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $121,618,671 | 226,221 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $164,731,375 | 229,064 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $130,849,861 | 229,904 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $145,069,660 | 222,944 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $137,591,511 | 231,153 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $107,863,162 | 228,393 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $75,507,295 | 227,603 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $69,076,176 | 213,554 | Shares | Sole | 2020-09-04 | |
| 2020-03-31 | $53,844,000 | 224,350 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||