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Equibles

Artemis Investment Management LLP

Position in LRCX — Lam Research Corp

CIK 1535385 EDINBURGH, X0
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$279,437,617
+$178,089,492 QoQ
Shares Held
644,861
+35.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#162
of 3,119 holders
Holding Since
Mar 2020
20 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

Artemis Investment Management LLP holds $455,654,068 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (61.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		644,861 $279,437,617
2 AMAT
Applied Materials Inc /De
 146,571 $105,970,833
3 ONTO
Onto Innovation Inc.
 185,614 $70,245,618

All Filings in LRCX

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $279,437,617 644,861
2026-03-31 $101,348,125 474,343
2025-12-31 $88,350,791 516,128
2025-09-30 $23,797,377 177,725
2025-06-30 $67,367,164 692,081
2025-03-31 $24,106,883 331,594
2024-12-31 $10,784,444 149,307
2024-09-30 $22,405,476 27,455
2024-06-30 $29,721,028 27,911
2024-03-31 $30,770,593 31,671
2023-12-31 $45,846,557 58,533
2023-09-30 $43,123,029 68,802
2023-06-30 $55,056,458 85,643
2023-03-31 $67,219,746 126,801
2022-03-31 $26,149,888 48,641
2021-09-30 $3,636,868 6,390
2021-03-31 $26,675,680 44,815
2020-09-30 $4,917,862 14,824
2020-06-30 $15,338,796 47,421
2020-03-31 $46,295,040 192,896