Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$346,143,569
+$167,929,551 QoQ
Shares Held
798,799
-4.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#135
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $1,049,619,289 across 19 Semiconductor Equipment & Materials names. LRCX ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
490,168 | $354,391,464 | |
| 2 | LRCX |
Lam Research Corp
This page
|
798,799 | $346,143,569 | |
| 3 | KLAC |
Kla Corp
|
738,047 | $222,676,159 | |
| 4 | TER |
Teradyne, Inc
|
93,353 | $45,167,914 | |
| 5 | ACMR |
ACM Research, Inc.
|
351,204 | $44,564,274 | |
| 6 | Q |
Qnity Electronics, Inc.
|
104,001 | $16,984,403 | |
| 7 | ENTG |
Entegris Inc
|
61,333 | $11,031,353 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
16,166 | $1,815,118 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,143,569 | 798,799 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $178,214,018 | 834,101 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $152,087,096 | 888,463 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $122,949,657 | 918,220 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $87,503,889 | 898,951 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $63,189,458 | 869,181 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $66,622,278 | 922,363 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $75,534,731 | 92,558 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $107,972,594 | 101,397 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $130,647,988 | 134,471 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $113,504,554 | 144,913 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $92,186,584 | 147,082 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $104,521,964 | 162,589 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $84,328,307 | 159,074 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $62,890,748 | 149,633 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $53,077,686 | 145,021 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $59,092,514 | 138,666 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $70,205,412 | 130,588 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $96,733,584 | 134,511 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $76,605,311 | 134,596 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,950,268 | 99,816 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $65,312,706 | 109,725 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $81,346,144 | 172,245 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $64,312,059 | 193,857 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,746,988 | 178,529 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $38,464,320 | 160,268 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||