Robeco Institutional Asset Management B.V.

Position in LRCX — Lam Research Corp

CIK 1418773 ROTTERDAM, P7

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$795,592,580

+$355,287,394 QoQ

Shares Held

1,835,997

-10.9% QoQ

Ownership

0.147%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

of 1,338 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Robeco Institutional Asset Management B.V. holds $3,252,235,914 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,963,208	$1,419,399,384
2	KLAC	Kla Corp	2,680,912	$808,857,959
3	LRCX	Lam Research Corp This page	1,835,997	$795,592,580
4	TER	Teradyne, Inc	430,651	$208,366,179
5	Q	Qnity Electronics, Inc.	71,142	$11,618,200
6	ONTO	Onto Innovation Inc.	12,428	$4,703,376
7	FORM	Formfactor Inc	16,116	$2,577,431
8	AMBA	Ambarella Inc	13,063	$1,120,805

All Filings in LRCX

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$795,592,580	1,835,997	-10.9%	Shares	Defined	2026-07-21
2026-03-31	$440,305,186	2,060,775	-4.7%	Shares	Defined	2026-04-21
2025-12-31	$370,086,880	2,161,975	+11.8%	Shares	Defined	2026-01-23
2025-09-30	$258,996,342	1,934,252	+4.3%	Shares	Defined	2025-10-22
2025-06-30	$180,497,172	1,854,296	+94.8%	Shares	Defined	2025-07-18
2025-03-31	$69,215,125	952,065	+0.9%	Shares	Defined	2025-04-23
2024-12-31	$68,130,225	943,240	—	Shares	Defined	2025-01-23
No filing history on record for this holder in this stock.