Mitsubishi UFJ Asset Management Co., Ltd.
Position in LRCX — Lam Research Corp
CIK 1466546
TOKYO, M0
Position in LRCX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$676,844,967
+$164,291,135 QoQ
Shares Held
3,167,860
+5.8% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $1,575,928,772 across 16 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,167,860 | $676,844,967 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,889,050 | $645,658,399 | |
| 3 | TER |
Teradyne, Inc
|
360,054 | $106,741,608 | |
| 4 | Q |
Qnity Electronics, Inc.
|
527,936 | $60,913,255 | |
| 5 | KLAC |
Kla Corp
|
312,507 | $46,013,843 | |
| 6 | ENTG |
Entegris Inc
|
156,817 | $18,385,225 | |
| 7 | ASML |
Asml Holding NV
|
7,950 | $10,500,598 | |
| 8 | AMBA |
Ambarella Inc
|
81,909 | $4,216,675 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $676,844,967 | 3,167,860 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $512,553,832 | 2,994,239 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $396,511,107 | 2,961,248 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $294,409,989 | 3,024,553 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $202,846,376 | 2,790,184 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $181,243,922 | 2,509,261 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||