Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$218,623,535
+$36,935,994 QoQ
Shares Held
1,023,231
-3.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Korea Investment CORP holds $695,395,606 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,023,231 | $218,623,535 | |
| 2 | AMAT |
Applied Materials Inc /De
|
620,101 | $211,944,320 | |
| 3 | KLAC |
Kla Corp
|
94,663 | $139,382,747 | |
| 4 | TER |
Teradyne, Inc
|
299,583 | $88,814,376 | |
| 5 | Q |
Qnity Electronics, Inc.
|
161,564 | $18,641,254 | |
| 6 | ENTG |
Entegris Inc
|
122,292 | $14,337,514 | |
| 7 | NVMI |
Nova Ltd.
|
8,409 | $3,651,860 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,623,535 | 1,023,231 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $181,687,541 | 1,061,383 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $152,832,522 | 1,141,393 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $94,766,038 | 973,557 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $68,253,668 | 938,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $74,152,040 | 1,026,610 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||