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Equibles

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

Position in LRCX — Lam Research Corp

CIK 1520354 Paris, I0
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,079,441,926
+$343,567,189 QoQ
Shares Held
2,491,039
-27.7% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#62
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

BNP PARIBAS ASSET MANAGEMENT Holding S.A. holds $4,356,295,742 across 22 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 1,807,675 $1,306,949,025
2 LRCX
Lam Research Corp
This page 		2,491,039 $1,079,441,926
3 KLAC
Kla Corp
 2,693,472 $812,647,436
4 TER
Teradyne, Inc
 883,712 $427,575,212
5 ENTG
Entegris Inc
 1,512,779 $272,088,430
6 ACLS
Axcelis Technologies Inc
 803,151 $152,156,956
7 NVMI
Nova Ltd.
 243,430 $132,167,884
8 ASML
Asml Holding NV
 57,094 $113,585,080

All Filings in LRCX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,079,441,926 2,491,039
2026-03-31 $735,874,737 3,444,139
2025-12-31 $554,389,708 3,238,636
2025-09-30 $340,323,853 2,541,627
2025-06-30 $183,168,376 1,881,738
2025-03-31 $282,725,283 3,888,931
2024-12-31 $190,333,127 2,635,098
2024-09-30 $154,297,061 189,071
2024-06-30 $152,532,308 143,243
2024-03-31 $132,510,488 136,388
2023-12-31 $210,508,957 268,760
2023-09-30 $112,319,064 179,203
2023-06-30 $98,549,795 153,299
2023-03-31 $21,744,462 41,018
2022-12-31 $12,531,243 29,815
2022-09-30 $8,084,208 22,088
2022-06-30 $28,058,140 65,841
2022-03-31 $4,552,480 8,468
2021-12-31 $5,587,794 7,770
2021-09-30 $4,934,529 8,670
2021-06-30 $6,112,675 9,394
2021-03-31 $5,123,825 8,608
2020-12-31 $4,154,086 8,796
2020-09-30 $3,592,520 10,829
2020-06-30 $15,823,662 48,920
2020-03-31 $16,026,240 66,776