Sumitomo Mitsui Trust Group, Inc.
Position in LRCX — Lam Research Corp
CIK 1475365
CHIYODA-KU, TOKYO, M0
Position in LRCX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$662,199,215
+$106,910,810 QoQ
Shares Held
3,099,313
-4.5% QoQ
Ownership
0.248%
of shares outstanding
% of Portfolio
0.44%
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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,114,241,676 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,099,313 | $662,199,215 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,866,513 | $637,955,478 | |
| 3 | TER |
Teradyne, Inc
|
1,703,715 | $505,083,348 | |
| 4 | IPGP |
Ipg Photonics Corp
|
1,350,328 | $154,734,085 | |
| 5 | Q |
Qnity Electronics, Inc.
|
444,991 | $51,343,061 | |
| 6 | KLAC |
Kla Corp
|
315,864 | $46,508,131 | |
| 7 | ENTG |
Entegris Inc
|
293,286 | $34,384,850 | |
| 8 | ASML |
Asml Holding NV
|
16,312 | $21,545,378 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $662,199,215 | 3,099,313 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $555,288,405 | 3,243,886 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $436,317,836 | 3,258,535 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $314,963,914 | 3,235,709 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $231,784,393 | 3,188,231 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $228,284,576 | 3,160,523 | Shares | Defined | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||