Meiji Yasuda Asset Management Co Ltd.

Position in LRCX — Lam Research Corp

CIK 1491685 Tokyo, M0

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$7,139,978

+$4,694,426 QoQ

Shares Held

16,477

+44.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#974

of 3,103 holders

Holding Since

Mar 2020

26 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 Jun 30, 2026

Meiji Yasuda Asset Management Co Ltd. holds $23,797,444 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	14,094	$10,189,962
2	LRCX	Lam Research Corp This page	16,477	$7,139,978
3	KLAC	Kla Corp	14,621	$4,411,301
4	TER	Teradyne, Inc	1,443	$698,181
5	ENTG	Entegris Inc	3,876	$697,137
6	ONTO	Onto Innovation Inc.	1,145	$433,325
7	AMKR	Amkor Technology, Inc.	2,639	$227,560

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,139,978	16,477	+44.0%	Shares	Defined	2026-08-13
2026-03-31	$2,445,552	11,446	-29.9%	Shares	Defined	2026-05-14
2025-12-31	$2,794,684	16,326	-56.2%	Shares	Defined	2026-02-06
2025-09-30	$4,995,541	37,308	-16.8%	Shares	Defined	2025-11-13
2025-06-30	$4,365,991	44,853	+75.8%	Shares	Defined	2025-08-14
2025-03-31	$1,854,795	25,513	-4.3%	Shares	Defined	2025-05-16
2024-12-31	$1,925,796	26,662	+869.9%	Shares	Defined	2025-02-12
2024-09-30	$2,243,403	2,749	-2.1%	Shares	Defined	2024-11-13
2024-06-30	$2,991,163	2,809	+6.4%	Shares	Defined	2024-08-12
2024-03-31	$2,564,944	2,640	+14.2%	Shares	Defined	2024-05-15
2023-12-31	$1,810,113	2,311	-7.1%	Shares	Defined	2024-02-14
2023-09-30	$1,558,776	2,487	+5.5%	Shares	Defined	2023-11-13
2023-06-30	$1,515,863	2,358	-6.4%	Shares	Defined	2023-08-14
2023-03-31	$1,335,902	2,520	-7.3%	Shares	Defined	2023-05-09
2022-12-31	$1,141,955	2,717	+7.1%	Shares	Defined	2023-02-14
2022-09-30	$928,176	2,536	-22.2%	Shares	Defined	2022-11-15
2022-06-30	$1,388,822	3,259	+5.5%	Shares	Defined	2022-08-16
2022-03-31	$1,660,677	3,089	-24.3%	Shares	Defined	2022-05-17
2021-12-31	$2,936,289	4,083	+2.4%	Shares	Defined	2022-02-14
2021-09-30	$2,269,770	3,988	-10.5%	Shares	Defined	2021-11-12
2021-06-30	$2,900,169	4,457	-4.9%	Shares	Defined	2021-08-13
2021-03-31	$2,790,485	4,688	+2.5%	Shares	Defined	2021-05-14
2020-12-31	$2,159,690	4,573	-11.3%	Shares	Defined	2021-02-12
2020-09-30	$1,709,507	5,153	-18.0%	Shares	Defined	2020-11-12
2020-06-30	$2,032,299	6,283	+31.9%	Shares	Defined	2020-08-13
2020-03-31	$1,143,360	4,764	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.