BNP PARIBAS ASSET MANAGEMENT Holding S.A.
Position in LRCX — Lam Research Corp
CIK 1520354
Paris, I0
Position in LRCX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$735,874,737
+$181,485,029 QoQ
Shares Held
3,444,139
+6.3% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026BNP PARIBAS ASSET MANAGEMENT Holding S.A. holds $2,247,710,504 across 21 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,444,139 | $735,874,737 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,603,668 | $548,117,685 | |
| 3 | KLAC |
Kla Corp
|
195,629 | $288,046,093 | |
| 4 | TER |
Teradyne, Inc
|
776,495 | $230,199,707 | |
| 5 | ENTG |
Entegris Inc
|
1,264,190 | $148,213,634 | |
| 6 | NVMI |
Nova Ltd.
|
247,239 | $107,370,952 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
1,006,028 | $93,641,085 | |
| 8 | ASML |
Asml Holding NV
|
49,328 | $65,153,901 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,874,737 | 3,444,139 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $554,389,708 | 3,238,636 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $340,323,853 | 2,541,627 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $183,168,376 | 1,881,738 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $282,725,283 | 3,888,931 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $190,333,127 | 2,635,098 | Shares | Defined | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||