Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$125,211,570
+$68,506,847 QoQ
Shares Held
288,952
+8.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#263
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026DNB Asset Management AS holds $400,342,772 across 15 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
199,163 | $143,994,849 | |
| 2 | LRCX |
Lam Research Corp
This page
|
288,952 | $125,211,570 | |
| 3 | KLAC |
Kla Corp
|
302,108 | $91,149,004 | |
| 4 | TER |
Teradyne, Inc
|
36,099 | $17,466,140 | |
| 5 | Q |
Qnity Electronics, Inc.
|
47,240 | $7,714,764 | |
| 6 | ENTG |
Entegris Inc
|
29,470 | $5,300,474 | |
| 7 | AXTI |
Axt Inc
|
53,196 | $3,834,367 | |
| 8 | AMBA |
Ambarella Inc
|
28,057 | $2,407,290 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,211,570 | 288,952 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $56,704,723 | 265,397 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $176,963,145 | 1,033,784 | Shares | Other | 2026-02-05 | |
| 2025-09-30 | $348,152,720 | 2,600,095 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $305,726,737 | 3,140,813 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $187,134,089 | 2,574,059 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $68,153,194 | 943,558 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $131,956,871 | 161,696 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $44,409,569 | 41,705 | Shares | Other | 2024-07-05 | |
| 2024-03-31 | $35,187,350 | 36,217 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $32,191,986 | 41,100 | Shares | Other | 2024-01-04 | |
| 2023-09-30 | $22,682,806 | 36,190 | Shares | Other | 2023-10-13 | |
| 2023-06-30 | $16,890,503 | 26,274 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $13,840,372 | 26,108 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $46,082,112 | 109,641 | Shares | Other | 2023-01-12 | |
| 2022-09-30 | $49,590,072 | 135,492 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $44,989,081 | 105,571 | Shares | Other | 2022-07-08 | |
| 2022-03-31 | $13,910,658 | 25,875 | Shares | Other | 2022-04-08 | |
| 2021-12-31 | $24,095,120 | 33,505 | Shares | Other | 2022-01-12 | |
| 2021-09-30 | $17,384,686 | 30,545 | Shares | Other | 2021-10-15 | |
| 2021-06-30 | $13,691,378 | 21,041 | Shares | Other | 2021-07-06 | |
| 2021-03-31 | $11,956,585 | 20,087 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $9,094,503 | 19,257 | Shares | Other | 2021-01-19 | |
| 2020-09-30 | $6,685,757 | 20,153 | Shares | Other | 2020-10-14 | |
| 2020-06-30 | $6,269,301 | 19,382 | Shares | Other | 2020-07-08 | |
| 2020-03-31 | $4,992,480 | 20,802 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||