Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$309,134,155
+$123,994,347 QoQ
Shares Held
713,392
-17.7% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#150
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026Candriam S.C.A. holds $685,185,929 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
713,392 | $309,134,155 | |
| 2 | KLAC |
Kla Corp
|
760,861 | $229,559,372 | |
| 3 | ENTG |
Entegris Inc
|
381,306 | $68,581,697 | |
| 4 | AMAT |
Applied Materials Inc /De
|
87,010 | $62,908,230 | |
| 5 | Q |
Qnity Electronics, Inc.
|
46,263 | $7,555,210 | |
| 6 | TER |
Teradyne, Inc
|
15,392 | $7,447,265 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,134,155 | 713,392 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $185,139,808 | 866,516 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $178,457,032 | 1,042,511 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $148,917,554 | 1,112,155 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $100,286,189 | 1,030,267 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,619,658 | 833,833 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $49,523,127 | 685,631 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $121,941,297 | 114,515 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $114,677,321 | 118,033 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $64,940,869 | 82,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,881,792 | 77,990 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,728,241 | 134,910 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,061,871 | 17,094 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,300,190 | 17,369 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,250,460 | 19,810 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,040,754 | 9,482 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,918,593 | 9,149 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,856,626 | 16,487 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,784,233 | 29,490 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $650,700 | 1,000 | Principal | Sole | 2021-07-20 | |
| 2021-06-30 | $29,856,718 | 45,884 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $8,258,359 | 13,874 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $6,552,273 | 13,874 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,757,958 | 14,342 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $10,092,922 | 31,203 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,811,200 | 15,880 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||