Position in LRCX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$174,042,308
+$20,951,241 QoQ
Shares Held
814,576
-8.9% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Ensign Peak Advisors, Inc holds $675,482,418 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,120,721 | $383,051,230 | |
| 2 | LRCX |
Lam Research Corp
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|
814,576 | $174,042,308 | |
| 3 | ASML |
Asml Holding NV
|
56,947 | $75,217,306 | |
| 4 | TER |
Teradyne, Inc
|
57,266 | $16,977,078 | |
| 5 | KLAC |
Kla Corp
|
99,751 | $14,687,436 | |
| 6 | Q |
Qnity Electronics, Inc.
|
63,223 | $7,294,669 | |
| 7 | ENTG |
Entegris Inc
|
14,130 | $1,656,601 | |
| 8 | ONTO |
Onto Innovation Inc.
|
2,839 | $582,193 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $5,325,574 | 65,258 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||