Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$485,956,628
+$311,914,320 QoQ
Shares Held
1,121,447
+37.7% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#106
of 3,114 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, 2026Ensign Peak Advisors, Inc holds $1,601,837,917 across 21 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
930,145 | $672,494,835 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,121,447 | $485,956,628 | |
| 3 | KLAC |
Kla Corp
|
999,205 | $301,470,140 | |
| 4 | ASML |
Asml Holding NV
|
49,140 | $97,761,076 | |
| 5 | TER |
Teradyne, Inc
|
48,439 | $23,436,725 | |
| 6 | Q |
Qnity Electronics, Inc.
|
69,173 | $11,296,642 | |
| 7 | ENTG |
Entegris Inc
|
18,180 | $3,269,854 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,639 | $998,729 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,956,628 | 1,121,447 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $174,042,308 | 814,576 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $153,091,067 | 894,328 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $189,961,252 | 1,418,680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $97,714,466 | 1,003,847 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,660,409 | 614,311 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $46,809,229 | 648,058 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $53,255,748 | 65,258 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,948,178 | 53,480 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $67,014,040 | 68,975 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $54,776,504 | 69,934 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,086,073 | 71,934 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,779,846 | 46,324 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,007,157 | 49,059 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,768,076 | 44,654 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,129,124 | 14,014 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,157,441 | 14,449 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,712,999 | 18,067 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,915,846 | 23,522 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,319,814 | 25,160 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,177,430 | 29,472 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $69,977,604 | 117,562 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $62,018,968 | 131,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,518,601 | 46,778 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $15,036,361 | 46,486 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $26,484,960 | 110,354 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||