Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,243,116
+$70,766,796 QoQ
Shares Held
335,179
-3.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#256
of 3,114 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, 2026MetLife Investment Management, LLC holds $510,543,673 across 25 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
212,686 | $153,771,978 | |
| 2 | LRCX |
Lam Research Corp
This page
|
335,179 | $145,243,116 | |
| 3 | KLAC |
Kla Corp
|
350,255 | $105,675,436 | |
| 4 | TER |
Teradyne, Inc
|
41,969 | $20,306,280 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
141,753 | $20,212,560 | |
| 6 | ENTG |
Entegris Inc
|
74,259 | $13,356,223 | |
| 7 | ONTO |
Onto Innovation Inc.
|
24,325 | $9,205,796 | |
| 8 | Q |
Qnity Electronics, Inc.
|
47,894 | $7,821,569 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,243,116 | 335,179 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $74,476,320 | 348,574 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $61,905,021 | 361,637 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $50,183,711 | 374,785 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $37,390,435 | 384,122 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $28,310,543 | 389,416 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $28,691,056 | 397,218 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $32,527,316 | 39,858 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $43,587,505 | 40,933 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $34,845,358 | 35,865 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $29,081,660 | 37,129 | Shares | Defined | 2024-04-22 | |
| 2023-09-30 | $23,994,635 | 38,283 | Shares | Defined | 2024-05-09 | |
| 2023-06-30 | $25,322,898 | 39,391 | Shares | Defined | 2024-04-29 | |
| 2023-03-31 | $21,312,414 | 40,203 | Shares | Defined | 2024-05-09 | |
| 2022-12-31 | $17,264,663 | 41,077 | Shares | Defined | 2024-05-10 | |
| 2022-09-30 | $15,385,908 | 42,038 | Shares | Defined | 2024-05-10 | |
| 2022-06-30 | $18,344,479 | 43,047 | Shares | Defined | 2024-05-10 | |
| 2022-03-31 | $23,803,757 | 44,277 | Shares | Defined | 2024-05-10 | |
| 2021-12-31 | $22,372,756 | 31,110 | Shares | Defined | 2024-05-17 | |
| 2021-09-30 | $18,318,661 | 32,186 | Shares | Defined | 2024-05-17 | |
| 2021-06-30 | $21,516,046 | 33,066 | Shares | Defined | 2024-05-17 | |
| 2021-03-31 | $20,271,493 | 34,056 | Shares | Defined | 2024-05-17 | |
| 2020-12-31 | $16,517,170 | 34,974 | Shares | Defined | 2024-05-24 | |
| 2020-09-30 | $12,249,205 | 36,923 | Shares | Defined | 2024-05-24 | |
| 2020-06-30 | $12,280,482 | 37,966 | Shares | Defined | 2024-05-24 | |
| 2020-03-31 | $8,975,040 | 37,396 | Shares | Defined | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||