Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,817,855
+$144,733,884 QoQ
Shares Held
673,431
-2.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
3.90%
of 13F equity value
Holder Rank
#157
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, 2026EVENTIDE ASSET MANAGEMENT, LLC holds $604,233,038 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
673,431 | $291,817,855 | |
| 2 | ASML |
Asml Holding NV
|
68,410 | $136,097,583 | |
| 3 | KLAC |
Kla Corp
|
339,253 | $102,356,022 | |
| 4 | TER |
Teradyne, Inc
|
147,984 | $71,600,578 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,722 | $1,968,006 | |
| 6 | ENTG |
Entegris Inc
|
2,185 | $392,994 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,817,855 | 673,431 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $147,083,971 | 688,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114,534,655 | 669,089 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $121,138,660 | 904,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $97,037,953 | 996,897 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $53,594,076 | 737,195 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,536,198 | 561,210 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,443,723 | 87,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $107,510,450 | 100,963 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $91,932,868 | 94,623 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $67,007,109 | 85,549 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $72,655,805 | 115,921 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $75,451,192 | 117,368 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $62,008,666 | 116,971 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,408,893 | 115,177 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $41,604,318 | 113,673 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,368,025 | 113,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $96,955,813 | 180,346 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $129,695,825 | 180,346 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $116,360,440 | 204,446 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $133,033,012 | 204,446 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $121,694,437 | 204,446 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $96,381,333 | 204,081 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $66,949,140 | 201,806 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $65,015,460 | 201,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $48,240,000 | 201,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||