Robeco Institutional Asset Management B.V.
Position in LRCX — Lam Research Corp
CIK 1418773
ROTTERDAM, P7
Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
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
#74
of 3,126 holders
Holding Since
Mar 2020
26 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, 2026Robeco 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) | Open |
|---|---|---|---|---|---|
| 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
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,592,580 | 1,835,997 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $440,305,186 | 2,060,775 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $370,086,880 | 2,161,975 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $258,996,342 | 1,934,252 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $180,497,172 | 1,854,296 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $69,215,125 | 952,065 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $68,130,225 | 943,240 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $87,480,511 | 107,196 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $117,136,694 | 110,003 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $73,384,625 | 75,532 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $55,549,582 | 70,921 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $46,039,390 | 73,455 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $29,855,704 | 46,442 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $28,403,829 | 53,580 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $23,202,241 | 55,204 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $20,425,728 | 55,808 | Shares | Defined | 2022-12-01 | |
| 2022-06-30 | $23,710,986 | 55,640 | Shares | Defined | 2022-12-01 | |
| 2022-03-31 | $34,260,272 | 63,727 | Shares | Defined | 2022-12-01 | |
| 2021-12-31 | $45,123,785 | 62,746 | Shares | Defined | 2022-12-01 | |
| 2021-09-30 | $41,666,333 | 73,208 | Shares | Defined | 2022-12-01 | |
| 2021-06-30 | $51,957,093 | 79,848 | Shares | Defined | 2022-12-01 | |
| 2021-03-31 | $53,790,648 | 90,368 | Shares | Defined | 2022-12-01 | |
| 2020-12-31 | $44,504,363 | 94,235 | Shares | Defined | 2022-12-01 | |
| 2020-09-30 | $42,842,858 | 129,142 | Shares | Defined | 2021-01-19 | |
| 2020-06-30 | $58,767,506 | 181,684 | Shares | Defined | 2021-01-19 | |
| 2020-03-31 | $58,634,160 | 244,309 | Shares | Defined | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||